Chris
Bart
Marcum Wealth, LLC
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About this Advisor
Chris Bart is a financial advisor who works out of Cleveland, Ohio with a total of 17 years of industry experience. Bart is an advisor for Marcum Wealth, LLC. They have been employed by Marcum Wealth, Llc for the entirety of their career. Bart holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida, Ohio and Texas. Marcum Wealth, LLC is a registered investment company headquartered in Cleveland, OH. The firm has offices in 11 locations and a total of 34 advisors. It handles $2 billion in assets under management among its 6,218 client accounts, placing it among the biggest firms in the United States by assets under management. Of its 6,218 customer accounts, 22% belong to high-net-worth clients who have more than $1 million in investable assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees typically depend on the financial services provided. However, fee types billed by Marcum Wealth, LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Marcum Wealth, LLC Brokerage Details
$2,250,828,187
34
6,218
$361,986
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Chris Bart Work History
Chris has been registered as a financial advisor for 17 years.*
Marcum Wealth, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chris Bart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Marcum Wealth, LLC
Akron, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Bloomfield, NJ
Melville, NY
Akron, OH
Cleveland, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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