Robert Bartley has been Managing Member and Chief Compliance Officer of Bartley Financial Advisors since September 2000, is a control person of the firm and directly owns 75% or more of it. Robert Bartley studied at Merrimack College.
Bartley Financial Advisors, LLC is a Bedford, NH firm with $152M under management, 98 clients and 1 adviser across 3 offices, as of its July 2026 filing.
Robert Bartley is Advisor, Chief Investment Officer of Bartley Financial Advisors. He has over 30 years of business experience and over 20 years of experience as owner of his own financial planning firm. His areas of focus include portfolio management, business succession planning and retirement planning, and coordination of small business and individual planning for business owners.
Professional designations
Listed by Bartley Financial Advisors
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Robert Bartley is registered as an investment adviser representative in 2 states. The first approvals date from October 2000; the most recent is New Hampshire, in March 2003.
- MassachusettsSince 13 October 2000
- New HampshireSince 26 March 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 August 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 July 1998 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Robert Charles Bartley
- CRD
- 3070452
- Firm
- Bartley Financial Advisors · CRD 124293
- Role
- Managing Member and Chief Compliance Officer
- Registration
- Investment adviser registration
- In the industry since
- October 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bartleyfinancial.com
Where does Robert Bartley work?
Robert Bartley has been Managing Member and Chief Compliance Officer of Bartley Financial Advisors, LLC since September 2000, and is a control person of the firm.
Is Robert Bartley a financial advisor?
Yes. Robert Bartley has a current investment-adviser registration in Massachusetts and New Hampshire, through Bartley Financial Advisors since October 2000.
How many years of experience does Robert Bartley have?
Robert Bartley has 26 years in the financial industry, since October 2000, across 1 adviser firm.
What exams has Robert Bartley passed?
Robert Bartley has passed 2 licensing exams: the Series 63 and Series 6. The earliest, the Series 63, was passed in July 1998.
Is Robert Bartley registered with FINRA?
No. Robert Bartley has no current broker registration.
Is Robert Bartley a CFP?
Bartley Financial Advisors lists Robert Bartley with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Bartley’s record?
Search CRD 3070452 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Bartley’s full registration record.