RONALD A. BARTLETT & ASSOCIATES, LTD

RONALD A. BARTLETT & ASSOCIATES, LTD of FLUSHING, NY is an SEC-registered investment adviser (CRD 147038). Regulatory assets under management: $13.5M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 147038
• Type: Registered investment adviser
• Location: 31-07 FARRINGTON ST., FLUSHING, NY, 11354
• Phone: 718-461-7632
• Latest filing: 2026-07-09
• Regulatory AUM: $13.5M
• Discretionary AUM: $13.5M
• Clients: 2
• Accounts: 144

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147038 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search