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Charles Cecil Bartler

Osaic Wealth, Inc.

Philidelphia, PA

Bonita Springs, FL

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-14
PA RA APPROVED 2024-06-14
  • FL RA
    APPROVED
    Since 2024-06-14
  • PA RA
    APPROVED
    Since 2024-06-14

Branch Locations

1 International Plaza Suite 550, Philidelphia, PA 19113 • United States

Bonita Springs, FL • 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
Securities America, Inc Bonita Springs FL 11/2006 06/2024
Bartler Wealth Management Group / Charles C Bartler, Clu, Chfc Bonita Springs FL 01/1980 Present
Charles C. Bartler, Clu, Chfc Bonita Springs FL 04/1976 Present
Bartler Weatlh Management Group Bonita Springs FL 04/1976 Present
Osaic Wealth, Inc. Bonita Springs FL 06/2024 Present
Osaic Wealth, Inc. Bonita Springs FL 06/2024 Present
  • 11/2006 → 06/2024
    Securities America, Inc
    Bonita Springs, FL
  • 01/1980 → Present
    Bartler Wealth Management Group / Charles C Bartler, Clu, Chfc
    Bonita Springs, FL
  • 04/1976 → Present
    Charles C. Bartler, Clu, Chfc
    Bonita Springs, FL
  • 04/1976 → Present
    Bartler Weatlh Management Group
    Bonita Springs, FL
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Bonita Springs, FL
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Bonita Springs, FL
Previous Registrations
  • 2006-11-30 → 2024-06-14
    Securities America Advisors, Inc.
    Philadelphia, PA
    Philadelphia, PA
    Ocean City, NJ
    Philadelphia, PA
    Philadelphia, PA
    Bonita Springs, FL
  • 2004-09-08 → 2006-12-06
    Investment Advisors Asset Management, Llc
    Philadelphia, PA
    Medford, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-03-15
  • S63 Uniform Securities Agent State Law Examination
    1985-03-15
Designations

View on SEC IAPD

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