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Peter Mcmanus

Bartholomew & Company Wealth Management, LLC
41 Years of Experience
Worcester, MA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Peter Mcmanus is a registered investment advisor at Bartholomew & Company Wealth Management, LLC, based in Worcester, MA, with 41 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold.

Bartholomew & Company Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
IM Fee
Planning only

Location

370 Main Street, Suite 1000, Worcester, MA, 01608

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History

Regulatory History (2)
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Customer Dispute
March 2010
Denied
Customer Dispute
July 2002
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Peter is involved in fixed insurance sales conducted at a branch. This activity is investment-related.

Employment History
Current Registrations
Bartholomew & Company Wealth Management, LLC
July 2026 - Present · 3 mos
Commonwealth Financial Network
December 2011 - Present · 14 yrs 10 mos
Commonwealth Financial NetworkBroker
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - June 2009 · 1 yr 5 mos
A. G. Edwards & Sons, INC.Broker
February 1996 - January 2008 · 11 yrs 11 mos
Josephthal Lyon & Ross IncorporatedBroker
October 1994 - February 1996 · 1 yr 4 mos
D. Blech & Company, IncorporatedBroker
February 1994 - October 1994 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1990 - February 1994 · 3 yrs 3 mos
Gruntal & CO. IncorporatedBroker
May 1988 - November 1990 · 2 yrs 6 mos
Oppenheimer & CO., INC.Broker
January 1987 - May 1988 · 1 yr 4 mos
Rooney, Pace INC.Broker
April 1985 - June 1986 · 1 yr 2 mos
D. H. Blair & CO., INC.Broker
October 1984 - April 1985 · 6 mos
Mclaughlin, Piven, Vogel INC.Broker
August 1984 - October 1984 · 2 mos
State Registrations11 states
ALARCTFLMAMENYPARISCWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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