Eric Bartee, financial advisor Montgomery TX

Eric Bartee

CRD Number: 5912117
Current Firm: Bartee Capital Management, LLC

Eric Bartee (CRD# 5912117) is an Investment Advisor Representative working at Bartee Capital Management, LLC in Montgomery, TX and has over 7 years of experience in the finance industry.

Similar Advisors
Kirby Jacobson, financial advisor Montgomery TX
Kirby D. Jacobson
CRD# 5631324
Astoria Strategic Wealth, Inc.
Similar Advisors
Catherine Abbruscato, financial advisor Montgomery TX
Catherine E. Abbruscato
CRD# 5776541
Equitable Advisors, LLC
Similar Advisors
Nealson Adamson, financial advisor Montgomery TX
Nealson W. Adamson
CRD# 4513869
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Bartee Capital Management, LLC Montgomery, TX Jan 2016 - Current 8
Peb, LLC Montgomery, TX Jan 2007 - Current 17
Trust Advisors, Inc. Houston, TX May 2011 - Aug 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2016
Contact Info for Eric P. Bartee
Phone Number: 936-449-1870
Registered State(s):
  • TX
Current Firm Details
Bartee Capital Management, LLC
Firm's CRD Number: 284466
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $141,163
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.