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Michael Bartlett

Coastal Bridge Advisors

Memphis, TN

Westport, CT

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Current Employers
Coastal Bridge Advisors

54 Wilton Road 1St Floor, Westport, CT 06880 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-07-09
  • TN RA
    APPROVED
    Since 2026-07-09

Branch Locations

5188 Wheelis Drive, Memphis, TN 38117 • United States

54 Wilton Road 1St Floor, Westport, CT 06880 • 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
Ubs Financial Services Inc Houston TX 11/2015 03/2019
Edward Jones St Louis MO 03/2019 05/2020
Fidelity Brokerage Services, Llc Friendswood TX 05/2020 03/2026
Fidelity Investments Boston MA 03/2025 03/2026
Waddell & Associates, Llc Memphis TN 03/2026 06/2026
Coastal Bridge Advisors, Llc Memphis TN 07/2026 Present
  • 11/2015 → 03/2019
    Ubs Financial Services Inc
    Houston, TX
  • 03/2019 → 05/2020
    Edward Jones
    St Louis, MO
  • 05/2020 → 03/2026
    Fidelity Brokerage Services, Llc
    Friendswood, TX
  • 03/2025 → 03/2026
    Fidelity Investments
    Boston, MA
  • 03/2026 → 06/2026
    Waddell & Associates, Llc
    Memphis, TN
  • 07/2026 → Present
    Coastal Bridge Advisors, Llc
    Memphis, TN
Previous Registrations
Other Businesses

Various Investment properties; Not investment related. 4236 LONG LEAF DRIVE, Owns properties and rents them out; Landlord

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-28
  • S66 Uniform Combined State Law Examination
    2016-01-28
Designations
Other Names
  • Michael Joseph Bartlett
  • Michael Bartlett
  • Michael Bartlett
  • Michael Joseph Bartlett
  • Michael Bartlett
  • Michael Joseph Bartlett

View on SEC IAPD

Other Firms

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B. RILEY WEALTH ADVISORS, INC.
INDEPENDENT FINANCIAL GROUP, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Other Investors

Lisa Gail Barker
CHADWICK JACKSON MYERS
MARGARET MCCARVER
DEANNA NICOLE MUSSO
ROBERT BRIAN REECE
MARTY CARLIS GREEN
MONICA BETH WIESEL
CHARLES DALE WATSON

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
NEWSOUTH CAPITAL MANAGEMENT INC · MEMPHIS, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
PRIVATE ADVISOR GROUP, LLC · Memphis, TN
LPL FINANCIAL LLC · MEMPHIS, TN
B. RILEY WEALTH ADVISORS, INC. · Memphis, TN

More in Memphis, TN

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