Joshua Irving Bartlett

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 10/2014 → Present
  Accolade Financial College Consulting
  York, ME
• 05/2016 → 09/2017
  Lpl Financial Llc
  Hampton, NH
• 08/2016 → 09/2017
  Flagship Harbor Advisors, Llc
  Hampton, NH
• 10/2017 → 06/2019
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2017 → 06/2019
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2009 → Present
  Self-Employed
  York, ME
• 01/2020 → 06/2026
  Granite Bay Wealth Management
  Pourtsmouth, NH
• 06/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 06/2026 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2026 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2020-01-24 → 2026-07-07
  Arca Wealth, Llc
  Portsmouth, NH
• 2017-10-03 → 2018-06-29
  Cambridge Investment Research Advisors, Inc.
  Biddeford, ME
• 2016-08-18 → 2017-10-05
  Flagship Harbor Advisors, Llc
  Hampton, NH
  Boston, MA

Other Businesses

1. SELF (JOSHUA BARTLETT), 226 York St., Suite 201, York ME 03909, 01/2009, Owner, Insurance/Benefits/Human Resources, NIR, 10 HR/MO, 8 HR/MO TRADING. 2. ACCOLADE FINANCIAL COLLEGE CONSULTING, 226 York St., Suite 201, York ME 03909, 10/2014, College Planner, Consulting/Coaching, NIR, 60 HR/MO, 40 HR/MO TRADING. 3. ACCOLADE WEALTH ADVISORS, 226 York Street, Suite 201, York, ME 03909, 08/2026, President, DBA Name, INV REL, 80 HR/MO, 80 HR/MO TRADING. 4. SIMPSON FINANCIAL STRATEGIES, 433 US Rt. 1, Suite 110, York, ME 03909, 08/2026, Investment Advisor Representative, DBA Name, INV REL, 40 HR/MO, 40 HR/MO TRADING. 5. INTERDEPENDENT ADVISORS, 7450 Jager Ct., Cincinnati, OH 45230, 08/2026, Investment Advisor Representative, DBA Name, INV REL, 10 HR/MO, 10 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-11

Other Names

• Joshua Bartlett