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Financial ADVSR advisor directory · SEC adviser records

Bartholomew & Company Wealth Management, LLC financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Bartholomew & Company Wealth Management, LLC office in Massachusetts, by city and A to Z.

The short answer

21 registered advisors work at Bartholomew & Company Wealth Management, LLC in Massachusetts, out of 21 nationwide; it's the firm's number 1 state by advisors, and the most are in Worcester (17). 3 list the CFP designation and 20 are also registered broker representatives.

Bartholomew & Company Wealth Management, LLC advisors by city in Massachusetts

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Worcester 17Andover 1Framingham 1Lee 1Marblehead 1

Bartholomew & Company Wealth Management, LLC advisors in Massachusetts, A to Z

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Questions

How many Bartholomew & Company Wealth Management, LLC financial advisors are in Massachusetts?

21 investment adviser representatives are registered at Bartholomew & Company Wealth Management, LLC offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 21 at the firm nationwide. 3 list the CFP designation and 20 are also registered as broker representatives.

Where in Massachusetts does Bartholomew & Company Wealth Management, LLC have the most advisors?

Worcester, with 17, then Andover (1). Bartholomew & Company Wealth Management, LLC has advisors in 5 cities in Massachusetts.

How do I check a Bartholomew & Company Wealth Management, LLC advisor in Massachusetts?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bartholomew & Company Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.