DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Edward Anson Bartlett
Feed of 09/14/2026
Also filed as Ed Bartlett
At current firm
9 y
since Nov 7, 2016
In the industry
31 y
since Dec 27, 1994 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Janney Montgomery Scott LLC BD affiliated currentsince Nov 7, 2016 · Roanoke, Va
- Wells Fargo Advisors wirehouseSep 17, 2010 to Nov 8, 2016 · Roanoke, Va
- Morgan Stanley wirehouseJun 1, 2009 to Sep 30, 2010 · Roanoke, Va
- Citigroup Global Markets Inc. BD affiliatedJan 13, 2006 to Jun 1, 2009 · Roanoke, Va
- Wells Fargo Advisors wirehouseOct 1, 1999 to Dec 31, 2005 · Roanoke, Va
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Janney Montgomery Scott LLCleft Nov 8, 2016, registered Nov 7, 2016 (-1 days) · Other
- Morgan Stanley to Wells Fargo Advisorsleft Sep 30, 2010, registered Sep 17, 2010 (-13 days) · Wirehouse to wirehouse
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Wells Fargo Advisors to Citigroup Global Markets Inc.left Dec 31, 2005, registered Jan 13, 2006 (13 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address