Julie Dabbert Bartley

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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

• 10/1996 → Present
  J.D. Bartley, Cpa, Pa
  Sarasota, FL
• 12/1999 → Present
  Julie Bartley Property Management
  Sarasota, FL
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY
• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY

Other Businesses

J.D. BARTLEY, CPA, ACCOUNTANT, SINCE 10/1996, PRESIDENT AND OWNER, PREPARE APROX 15-20 INCOME TAX RETURNS EACH YEAR. NON-INVESTMENT RELATED, 40HR/MO. JULIE BARTLEY PROPERTY MANAGEMENT, SINCE 12/1999, SOLE PROPRIETOR, BOOKKEEPING SERVICES FOR 1 HOA, 3 HR/MO, REAL ESTATE AGENT, LAKEWOOD RANCH FL, SOLE PROPRIETOR, STARTED FEB 2019, 5 HR/MO, NON-INVESTMENT RELATED. OUTSIDE INSURANCE SALES.Power of Attorney for Spouse.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-22
• S63 Uniform Securities Agent State Law Examination
  1999-07-07

Other Names

• Julie Bartley