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RIA / WealthAdvisorCertified Financial Planner10 years in industry

MICHAEL BARTLETT

Advisor at COASTAL BRIDGE ADVISORS

WESTPORT, CT | MEMPHIS, TN

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Search this name across graphsid dfx:ria:253a029a-b8f6-7224-3273-e31457f938c6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jan 28, 2016 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COASTAL BRIDGE ADVISORS
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: Nov 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 28, 2016
First registration: Jan 28, 2016
Dual registered: no
Other names: Michael Joseph Bartlett|Michael Bartlett|Michael Bartlett|Michael Joseph Bartlett|Michael Bartlett|MICHAEL JOSEPH BARTLETT
IAPD individual key: 5630787

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COASTAL BRIDGE ADVISORS	Independent wealth	Jul 9, 2026	n/a	yes	WESTPORT, CT\|MEMPHIS, TN	Current employment
WADDELL & ASSOCIATES, LLC	Former SEC adviser	Mar 23, 2026	Jul 16, 2026	no	MEMPHIS, TN	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Mar 26, 2026	no	COLLIERVILLE, TN\|GERMANTOWN, TN\|COLLIERVILLE, TN\|MEMPHIS, TN\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	May 27, 2020	Mar 31, 2025	no	FRIENDSWOOD, TX\|GERMANTOWN, TN	Previous registration
EDWARD JONES	National bd RIA	Mar 15, 2019	May 4, 2020	no	ST LOUIS, MO\|KATY, TX\|KATY, TX	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 28, 2016	Mar 26, 2019	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WADDELL & ASSOCIATES, LLC	COASTAL BRIDGE ADVISORS	Jul 16, 2026	Jul 9, 2026	-7	Firm change	RIA to RIA
STRATEGIC ADVISERS LLC	WADDELL & ASSOCIATES, LLC	Mar 26, 2026	Mar 23, 2026	-3	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
EDWARD JONES	FIDELITY PERSONAL AND WORKPLACE ADVISORS	May 4, 2020	May 27, 2020	23	Firm change	Ibd to ibd
UBS FINANCIAL SERVICES INC.	EDWARD JONES	Mar 26, 2019	Mar 15, 2019	-11	Firm change	Wirehouse to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
283723:152569:TN:2026-07-16	Jul 16, 2026	Jul 9, 2026	MEMPHIS, TN	Firm change

Relationships

Registered with (6)

→ COASTAL BRIDGE ADVISORSRegistered adviserregistration: current employment
Jul 9, 2026 to presentfactForm ADV
→ WADDELL & ASSOCIATES, LLCRegistered adviserregistration: previous registration
Mar 23, 2026 to Jul 16, 2026factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Mar 26, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
May 27, 2020 to Mar 31, 2025factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Mar 15, 2019 to May 4, 2020factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 28, 2016 to Mar 26, 2019factForm ADV

Dated events

Occurred
Jul 16, 2026
Advisor changed firm
Michael Bartlett left Waddell & Associates, Llc for Coastal Bridge Advisors (registered 2026-07-09)
Form ADVobserved 6 days ago
Occurred
Mar 26, 2026
Advisor changed firm
Michael Bartlett left Strategic Advisers Llc for Waddell & Associates, Llc (registered 2026-03-23)
Form ADVobserved 6 days ago