Michael
Bartgis

Aon Hewitt Financial Advisors, LLC

CRD#2284952
Investment Advisor
in Charlotte, NC
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About this Advisor

Michael Bartgis is a chartered financial consultant who works in Charlotte, North Carolina, who has been in the financial industry for 17 years. Bartgis is on the advisory team at Aon Hewitt Financial Advisors, LLC. Their career trajectory has included roles at Basspro Shops, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Alight Fianacial Solutions, LLC and Alight Financial Advisors, LLC. Bartgis holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and can operate in North Carolina. Aon Hewitt Financial Advisors, LLC is a registered investment company based out of Charlotte, North Carolina. It has a total of 50 advisors. It manages $24 billion in assets under management across its 197,349 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees usually are based on the services offered. Fee types charged by Aon Hewitt Financial Advisors, LLC may include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

7201 Hewitt Associates Drive
Charlotte, NC 28262

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Aon Hewitt Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$26,995,269,177

NC Average: $3,625,019,099
Total Number of Employees

60

NC Average: 22
Total Number of Accounts

219,624

NC Average: 1,917
Average Account Size

$122,916

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Michael Bartgis Work History

Michael has 17 years of experience.

2018 - Present (1 year)

Alight Fianacial Solutions, LLC

2018 - Present (1 year)

Alight Financial Advisors, LLC

2004 - 2017 (13 years)

Tiaa-Cref Individual & Institutional Services, LLC

2004 - 2017 (13 years)

Tiaa

2001 - 2015 (14 years)

Basspro Shops

Disclosures

Michael Bartgis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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