Best Investors Account Sign in
Inactive

Kailyn Michaele Neat

Bartlett & Co. Wealth Management LLC

Louisville, KY

Claim This Profile
Current Employers
Bartlett & Co. Wealth Management Llc

600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-09-16
OH RA APPROVED 2020-03-06
  • KY RA
    APPROVED
    Since 2025-09-16
  • OH RA
    APPROVED
    Since 2020-03-06

Branch Locations

4350 Brownsboro Rd Suite 120, Louisville, KY 40207 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Covington KY 07/2015 08/2017
Bartlett Wealth Management Cincinnati OH 08/2017 Present
  • 07/2015 → 08/2017
    Fidelity Brokerage Services Llc
    Covington, KY
  • 08/2017 → Present
    Bartlett Wealth Management
    Cincinnati, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-09-14
  • S63 Uniform Securities Agent State Law Examination
    2015-09-14
Designations
Other Names
  • Kailyn Michaele Neat
  • Kailyn Neat Paolucci

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
MORGAN STANLEY
WAYCROSS GP, LLC
WAYCROSS PARTNERS, LLC
PNC WEALTH MANAGEMENT LLC
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
LANIER ASSET MANAGEMENT, LLC

Other Investors

REBECCA ANN LOVAN
Donald R Dentinger
MAYNARD EDWIN HOPPER
DEONNA STARGEL COLVIN
James Earl Groves
WHITNEY B WOODFORD
Bruce Mckiernan White
WILLIAM JOHNATHAN HENDERSON

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · LOUISVILLE, KY
MORGAN STANLEY · Louisville, KY
WAYCROSS GP, LLC · LOUISVILLE, KY
WAYCROSS PARTNERS, LLC · LOUISVILLE, KY
PNC WEALTH MANAGEMENT LLC · Louisville, KY
KESTRA ADVISORY SERVICES, LLC · Louisville, KY
LPL FINANCIAL LLC · LOUISVILLE, KY
LPL FINANCIAL LLC · LOUISVILLE, KY

More in Louisville, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor