Financial ADVSR advisor directory · SEC adviser records
Bartholomew & Company Wealth Management, LLC financial advisors in Worcester, MA
Every SEC-registered investment adviser representative at a Bartholomew & Company Wealth Management, LLC office in Worcester, A to Z.
The short answer
17 registered advisors work at Bartholomew & Company Wealth Management, LLC in Worcester, out of 21 at the firm nationwide; it ranks number 4 in the city by advisors. 3 list the CFP designation and 16 are also registered broker representatives.
Bartholomew & Company Wealth Management, LLC advisors in Worcester, A to Z
Every Bartholomew & Company Wealth Management, LLC advisor →- Alexander C. BartholomewAlso a broker rep
- Thomas J. BartholomewAlso a broker rep
- Devon M. CooneyAlso a broker rep
- Kyle E. CornellAlso a broker rep
- James W. CushmanAlso a broker rep
- Kathleen J. CyganiewiczAlso a broker rep
- Michelle M. FullerAlso a broker rep
- Heather R. GirolamoAlso a broker rep
- Louise L. HenningssonAlso a broker rep
- Jonathan S. MackAlso a broker rep
- Peter C. McManusAlso a broker rep
- Michelle L. NewcombAlso a broker rep
- Hazel J. NuttCertified Financial Planner · Also a broker rep
- Charles E. PattersonInvestment adviser rep
- Joshua A. PaulCertified Financial Planner · Also a broker rep
- Nancy L. ScottCertified Financial Planner · Also a broker rep
- Kyle C. SwaimAlso a broker rep
Bartholomew & Company Wealth Management, LLC advisors in every city and state →Bartholomew & Company Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Bartholomew & Company Wealth Management, LLC advisors in other cities
Other firms in Worcester
All Worcester advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 24Commonwealth Financial Network 21Morgan Stanley 19LPL Financial LLC 15Cetera Investment Advisers LLC 13Capital Analysts 8Wells Fargo Clearing Services, LLC 8Edward Jones 7Integrated Wealth Concepts LLC 7Raymond James & Associates, Inc. 6Wells Fargo Advisors Financial Network, LLC 5Ameriprise Financial Services, LLC 4
Questions
How many financial advisors does Bartholomew & Company Wealth Management, LLC have in Worcester?
17 investment adviser representatives are registered at Bartholomew & Company Wealth Management, LLC offices in Worcester, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 21 nationwide. 3 list the CFP designation and 16 are also registered as broker representatives.
Is Bartholomew & Company Wealth Management, LLC one of the largest advisor employers in Worcester?
Bartholomew & Company Wealth Management, LLC ranks number 4 in Worcester by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 24.
How do I check a Bartholomew & Company Wealth Management, LLC advisor in Worcester?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.