Gina
Slayton

Bartlett & Co. Wealth Management LLC

CRD#6619682
Investment Advisor
in Cincinnati, OH

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About this Advisor

Gina Slayton is a financial advisor based in Cincinnati, Ohio, working with Bartlett & Co. Wealth Management LLC. Gina has previously held positions at Financial Partners Group, PNC Wealth Management, Bluecap Financial, Bartlett & Co. Wealth Management, LLC, and Stock Yards Bank Wealth Management. Gina has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Gina is part of Bartlett & Co. Wealth Management LLC, which operates out of Cincinnati, Ohio. The firm has 2 offices and 77 employees. The firm manages assets totaling $8.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Bartlett & Co. Wealth Management LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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 45202-2466

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Bartlett & Co. Wealth Management LLC Brokerage Details

Total Assets Under Management

$8,441,109,220

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

77

OH Average: 34
Total Number of Accounts

5,859

OH Average: 1,972
Average Account Size

$1,440,708

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

Gina Slayton Work History

2023 - Present (1 year)

Bartlett & Co. Wealth Management, LLC

2019 - 2023 (4 years)

Stock Yards Bank Wealth Management

2017 - 2019 (2 years)

Bluecap Financial

2016 - 2017 (1 year)

Financial Parterns Group

2014 - 2016 (2 years)

Pnc Wealth Management

Disclosures

Please visit the SEC profile of Gina Slayton 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

Gina Slayton
Cincinnati, OH
Brian Walker
Cincinnati, OH
Laura Cuber
Chicago, IL
Mary Jones
Louisville, KY
Justin Ellis
Cincinnati, OH
Matthew Buse
Chicago, IL
James Hagerty
Cincinnati, OH
Martin Mcclelland
Louisville, KY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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