Tyler Davidson Bartlett
Corporate Officer/Principal at Merriman Wealth Management LLC
Profile
Mr. Tyler D.
Bartlett is a Director of Advisory Services at Merriman Wealth Management LLC.
Prior to joining Merriman Wealth Management, Mr. Bartlett was previously employed at US Trust as Wealth Planner.
Prior to that, he was a Financial Advisor at Pacific Capital Resource Group and Lead Financial Planning Analyst at American Express Financial Advisors.
Mr. Bartlett received his Bachelors degree in Business Administration from Seattle Pacific University-School of Business & Economics.
He holds both CFP and ChFC designation.
Tyler Davidson Bartlett active positions
Companies | Position | Start |
---|---|---|
Merriman Wealth Management LLC
Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities. | Corporate Officer/Principal | 2018-11-30 |
Former positions of Tyler Davidson Bartlett
Companies | Position | End |
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US Trust | Corporate Officer/Principal | - |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
Training of Tyler Davidson Bartlett
Seattle Pacific University | Undergraduate Degree |
Experiences
Positions held
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Inactive
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Private companies
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1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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American Express Financial Advisors, Inc. | |
Merriman Wealth Management LLC
Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities. | Finance |
US Trust | Finance |
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