Director · Bartlett & Co. Wealth Management LLC
Brian F. Antenucci
CRD 4898045 · Named on Form ADV at one SEC-registered adviser
At a glance
Bartlett & Co. Wealth Management LLC, an SEC-registered wealth manager based in Cincinnati, OH with $10.3 billion in regulatory assets, lists Brian F. Antenucci on its Form ADV as Director, a control person.
Firms and roles
- Bartlett & Co. Wealth Management LLCDirectorWealth manager · Cincinnati, OH · $10B in regulatory assets
AtlasMembers
Brian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings (6)
- James B. HagertyCEO, Bartlett & Co. Wealth Management LLC
- Kyle W. PohlmanDirector, Bartlett & Co. Wealth Management LLC
- Holly H. MazzoccaPresident, Bartlett & Co. Wealth Management LLC
- Lori B. PooleDirector, Bartlett & Co. Wealth Management LLC
- Chadwick D. KoldeChief Financial Officer, Chief Operating Officer, Bartlett & Co. Wealth Management LLC
1 more person named with Brian on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.