Brad A Bartz

Employer firm

Ridgewood Wealth Management LLC CRD 302033

$25.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2009 → 04/2019
  Fidelity Investments
  Westlake, TX
• 07/2018 → 04/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 04/2019 → Present
  Ridgewood Wealth Management
  Grapevine, TX

Previous Registrations

• 2018-07-13 → 2019-04-15
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2010-09-13 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX
  Southlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2010-09-10
• S63 Uniform Securities Agent State Law Examination
  2009-12-21