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Lawrence Eugene Bartlett

Bartlett, Lawrence E

Arcadia, CA

CRD 1710476

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Employer firm

Bartlett, Lawrence E CRD 136282

$700.0K regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Bartlett, Lawrence E

150 N. Santa Anita Ave Suite 300, Arcadia, CA 91006 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-20
  • CA RA
    APPROVED
    Since 2026-05-20

Branch Locations

150 N. Santa Anita Ave Suite 300, Arcadia, CA 91006 • 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
Lawrence E Bartlett Cpa Arcadia CA 03/1986 Present
  • 03/1986 → Present
    Lawrence E Bartlett Cpa
    Arcadia, CA
Other Names
  • Lawrence Bartlett

View on SEC IAPD

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Nearby Investors

HENRY WONG
Tiffany Cheng Collins
Irene W Choi

Nearby Offices

CHARLES SCHWAB & CO., INC. · Arcadia, CA
CITIGROUP GLOBAL MARKETS INC. · Arcadia, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ARCADIA, CA

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