Douglas Bartolf

from Atticus Wealth Management
SEC regulated
Regulated Investment Advisor
Douglas Bartolf is a financial advisor based in Florida, North Palm Beach, with 26 years of experience. Douglas currently works for Atticus Wealth Management. Douglas maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Douglas Bartolf works at Atticus Wealth Management
Atticus Wealth Management is a financial advisory firm based in North Palm Beach, Florida. It currently has approximately $328,160,480 of assets under management and employs about 8 people. Atticus Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
20 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2001 Bomar Dr., Ste 1, North Palm Beach, Florida, 33408

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