Edwin Clary Bartlett

Employer firm

Capitol Securities Management, Inc. CRD 14169

$2.16B regulatory AUM 41 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2015 → 04/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, NC
• 04/2015 → 04/2021
  Bank Of America, N.A.
  Wilmington, NC
• 04/2021 → Present
  Capitol Securities Managment
  Wilmington, NC

Previous Registrations

• 2015-01-26 → 2021-04-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, NC

Exams

• S66 Uniform Combined State Law Examination
  2014-09-16

Other Names

• Edwin Clarv Bartlett
• Edwin Clary Bartlett
• Edwin Clary Bartlett