Christopher
Robbins

Bartlett & Co. Wealth Management LLC

CRD#5210742
Investment Advisor
in Cincinnati, OH

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About this Advisor

Christopher Robbins is a chartered financial analyst working in Cincinnati, Ohio with 5 years of relevant experience. Robbins is an employee of Bartlett & Co. Wealth Management LLC. During their career, the advisor has held roles at Bartlett & Co Wealth Management and Bartlett & Co. Robbins holds a Series 63 license, which qualifies them as a securities broker, and is able to advise clients in Ohio. Bartlett & Co. Wealth Management LLC is a firm that has its headquarters in Cincinnati, OH. The company has a total of 71 financial advisors. It controls $7 billion in assets under management across its 5,301 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to 54 charities and foundations. Of its 5,301 client accounts, 53% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees depend on which services are offered. Fee types billed by Bartlett & Co. Wealth Management LLC most likely are comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

600 Vine Street Suite 2100
Cincinnati, OH 45202

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Bartlett & Co. Wealth Management LLC Brokerage Details

Total Assets Under Management

$6,948,868,876

OH Average: $2,106,341,625
Total Number of Employees

71

OH Average: 34
Total Number of Accounts

5,301

OH Average: 1,972
Average Account Size

$1,310,860

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Christopher Robbins Work History

Christopher has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Bartlett & Co Wealth Management

2012 - 2018 (6 years)

Bartlett & Co

*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 Christopher Robbins 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 Bartlett & Co. Wealth Management LLC

Justin Ellis
Cincinnati, OH
Kelley Downing
Cincinnati, OH
Brian Antenucci
Cincinnati, OH
Kenneth Schlachter
Cincinnati, OH
David Francis
Cincinnati, OH
Kyle Pohlman
Cincinnati, OH
Craig Sarembock
Cincinnati, OH
Laura Humphrey
Cincinnati, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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