Douglas Bartolf has been an investment adviser representative at Atticus Wealth Management since July 2018, and is not listed among the firm’s executive officers or direct owners.
Atticus Wealth Management, LLC is a Palm Beach Gardens, FL firm with $565M under management, 429 clients and 7 advisers across 3 offices, as of its May 2026 filing.
Douglas Bartolf’s longest registration was 15 years at Bartolf Wealth Advisors, Inc. (2004–2019). Before joining Atticus Wealth Management in 2018, Douglas Bartolf was registered through Bartolf Wealth Advisors, Inc. and Banc One Securities Corporation.
- Atticus Wealth ManagementCurrent– present · 8 yearsPalm Beach Gardens, FL · Adviser representative · Firm CRD 296949
- Bartolf Wealth Advisors, Inc.– · 15 yearsCastle Rock, CO · Adviser representative · Firm CRD 132300
- Banc One Securities Corporation– · 5 yearsPalm Beach Gardens, FL · Adviser representative · Firm CRD 16999
Investment adviser representative registrations
Douglas Bartolf is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2021; the most recent is Texas, in February 2025.
- FloridaSince 4 January 2021
- TexasResidentSince 28 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 March 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 December 1998 |
| Series 7 | General Securities Representative Examination | 28 July 1998 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Douglas Joseph Bartolf
- CRD
- 3066725
- Firm
- Atticus Wealth Management · CRD 296949
- Office
- 11380 PROSPERITY FARMS ROAD, SUITE 201, Palm Beach Gardens, FL 33410
- Registration
- Investment adviser registration
- In the industry since
- January 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Douglas Bartolf work?
Douglas Bartolf is an investment adviser representative registered through Atticus Wealth Management, LLC since July 2018, and is not listed among the firm’s executive officers or direct owners.
Is Douglas Bartolf a financial advisor?
Yes. Douglas Bartolf has a current investment-adviser registration in Florida and Texas, through Atticus Wealth Management since July 2018.
How many years of experience does Douglas Bartolf have?
Douglas Bartolf has 27 years in the financial industry, since January 1999, across 3 adviser firms.
What exams has Douglas Bartolf passed?
Douglas Bartolf has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in July 1998.
Where did Douglas Bartolf work before Atticus Wealth Management?
Before Atticus Wealth Management, Douglas Bartolf was registered through Banc One Securities Corporation, February 1999 to October 2004.
Where is Douglas Bartolf based?
Douglas Bartolf’s registered office is in Palm Beach Gardens, FL.
Is Douglas Bartolf registered with FINRA?
No. Douglas Bartolf has no current broker registration.
How can I verify Douglas Bartolf’s record?
Search CRD 3066725 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Douglas Bartolf’s full registration record.