Kayla C Deyer

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

• 05/2015 → 12/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Louisville, KY
• 11/2017 → 12/2021
  Bank Of America, N.A.
  Louisville, KY
• 12/2021 → 08/2023
  Sanctuary Wealth
  Louisville, KY
• 08/2023 → Present
  Bartlett & Co. Wealth Management, Llc
  Louisville, KY

Previous Registrations

• 2021-12-10 → 2023-08-21
  Sanctuary Advisors, Llc
  Louisville, KY
  Miami, FL
  Louisville, KY
• 2015-11-24 → 2021-12-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Louisville, KY

Other Businesses

(1) Name: Bringing Justice Home Position: Board Member Nature: Provide healthy groceries to neighbors in need in the Louisville community Investment Related: No Hours: 2 Securities Trading Hours: 2 Start Date: 07/16/2021 Address: 2121 Grinstead Drive, Louisville KY 40204, United States Description: Board member - no other formal title

Exams

• S66 Uniform Combined State Law Examination
  2015-11-21

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Kayla E Cromeenes
• Kayla Elizabeth Cromeenes
• Kayla Deyer