This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BARTLETT & CO. WEALTH MANAGEMENT LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 13, 2000earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Chartered Financial Analyst

Exams

S65

First exam

Dec 13, 2000

First registration

Jan 31, 2001

Dual registered

no

IAPD individual key

4332041

• Occurred

  Feb 6, 2023
  Advisor changed firm

  Steven Todd Naiser left Regent Investment Management Llc for Bartlett & Co. Wealth Management Llc (registered 2023-02-12)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:11cee63d-bd80-968b-0444-33c0ac7dda2e

First observed

Jan 31, 2001

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.