Aon Hewitt Financial Advisors, LLC
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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
Years of Experience
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Aon Hewitt Financial Advisors, LLC Brokerage Details
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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.
Alight Fianacial Solutions, LLC
Alight Financial Advisors, LLC
Tiaa-Cref Individual & Institutional Services, LLC
Michael Bartgis has no disclosures.
Please visit their SEC profile for more details.