Donald Chase Bartol

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-08-01
NC	RA	APPROVED	2024-06-29

Branch Locations

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

Organization	City	State	From	To
The Vanguard Group, Inc.	Charlotte	NC	06/2021	05/2022
Bartol Irepairs	Newport News	VA	09/2012	05/2021
University Of South Carolina	Columbia	SC	08/2020	05/2021
Relational Wealth Management	Irmo	SC	08/2020	12/2020
Home Team Bbq	Columbia	SC	06/2020	08/2020
Universitat Autonoma De Barcelona	Barcelona		01/2020	04/2020
Bonefish Grill	Newport News	VA	12/2019	01/2020
University Of South Carolina	Columbia	SC	08/2019	12/2019
Aluminum Bahrain	Askar		07/2019	07/2019
University Of South Carolina	Columbia	SC	01/2019	05/2019
Bonefish Grill	Newport News	VA	12/2018	01/2019
University Of South Carolina	Columbia	SC	08/2018	12/2018
Bonefish Grill	Newport News	VA	05/2018	08/2018
University Of South Carolina	Columbia	SC	08/2017	05/2018
Northwestern Mutual	Williamsburg	VA	05/2017	08/2017
Hampton Roads Academy	Newport News	VA	08/2016	05/2017
Bonefish Grill	Newport News	VA	05/2019	06/2019
Ellison, Kibler, & Associates (Merrill Lynch)	Charlotte	NC	05/2022	Present
Ups	Newport News	VA	11/2018	01/2019

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-27
S63	Uniform Securities Agent State Law Examination	2021-09-07

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