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RIA / WealthAdvisorCertified Financial Planner17 years in industry

MELISSA MABLEY MARTIN

Advisor at BARTLETT & CO. WEALTH MANAGEMENT LLC

CHICAGO, IL

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Search this name across graphsid dfx:ria:531c0cf0-9c15-6e80-9901-4cf6ad43956e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 1, 2008 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: 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: Sep 29, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 29, 2008
First registration: Oct 1, 2008
Dual registered: no
Other names: MELISSA MARY MABLEY|MELISSA MARTIN
IAPD individual key: 5550002

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
BARTLETT & CO. WEALTH MANAGEMENT LLC	Independent wealth	Dec 13, 2019	n/a	yes	CHICAGO, IL	Current employment
NORTHCOAST ASSET MANAGEMENT LLC	Independent wealth	Jan 4, 2016	Oct 14, 2019	no	CHICAGO, IL	Previous registration
CURI CAPITAL, LLC	Independent wealth	Sep 13, 2012	Aug 28, 2015	no	CHICAGO, IL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2009	Oct 10, 2011	no	CHICAGO, IL\|CHICAGO, IL	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Oct 1, 2008	Oct 23, 2009	no	CHICAGO, IL\|CHICAGO, IL	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
NORTHCOAST ASSET MANAGEMENT LLC	BARTLETT & CO. WEALTH MANAGEMENT LLC	Oct 14, 2019	Dec 13, 2019	60	Firm change	RIA to RIA
CURI CAPITAL, LLC	NORTHCOAST ASSET MANAGEMENT LLC	Aug 28, 2015	Jan 4, 2016	129	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CURI CAPITAL, LLC	Oct 10, 2011	Sep 13, 2012	339	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 23, 2009	0	Bulk transfer	Other

Relationships

Registered with (5)

→ BARTLETT & CO. WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Dec 13, 2019 to presentfactForm ADV
→ NORTHCOAST ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 4, 2016 to Oct 14, 2019factForm ADV
→ CURI CAPITAL, LLCRegistered adviserregistration: previous registration
Sep 13, 2012 to Aug 28, 2015factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2009 to Oct 10, 2011factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Oct 1, 2008 to Oct 23, 2009factForm ADV

Dated events

No dated event names this entity yet.