Christopher Douglas Robbins

Employer firm

Bartlett & Co. Wealth Management LLC CRD 292246

$10.3B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 04/2018
  Bartlett & Co.
  Cincinnati, OH
• 04/2018 → Present
  Bartlett & Co Wealth Management
  Cincinnati, OH

Previous Registrations

• 2018-03-23 → 2018-04-12
  Bartlett & Co. Llc
  Cincinnati, OH
• 2007-09-14 → 2009-10-02
  Waddell & Reed
  West Chester, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-11-06

Designations

• Chartered Financial Analyst

Other Names

• Christopher D Robbins