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Thomas Bartolomeo

Newedge Advisors
34 Years of Experience
Boca Raton, FL
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Thomas Bartolomeo is a registered investment advisor at Newedge Advisors, based in Boca Raton, FL, with 34 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.

Newedge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2M+1.75%

Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1200 North Federal Highway, Suite 300, Boca Raton, FL, 33432

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2021
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Thomas owns and maintains a rental property, dedicating minimal time to it. He is also an independent insurance agent, spending minimal time on this activity.

Employment History
Current Registrations
Newedge Advisors
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Savior Wealth
February 2019 - May 2023 · 4 yrs 3 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2018 - March 2021 · 3 yrs
The Harvest Group
October 2017 - June 2019 · 1 yr 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2012 - October 2017 · 4 yrs 11 mos
Wells Fargo Advisors Financial Network, LLC
November 2012 - October 2017 · 4 yrs 11 mos
Morgan StanleyBroker
June 2009 - November 2012 · 3 yrs 5 mos
Morgan Stanley
June 2009 - November 2012 · 3 yrs 5 mos
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
Wachovia Securities, LLCBroker
July 2003 - November 2008 · 5 yrs 4 mos
Wachovia Securities, LLC
July 2003 - November 2008 · 5 yrs 4 mos
Prudential Securities Incorporated
April 2002 - July 2003 · 1 yr 3 mos
Prudential Securities IncorporatedBroker
April 2002 - July 2003 · 1 yr 3 mos
UBS Painewebber INC.Broker
March 2000 - April 2002 · 2 yrs 1 mo
Metlife Securities INC.Broker
March 1992 - March 2000 · 8 yrs
Metropolitan Life Insurance CompanyBroker
March 1992 - March 2000 · 8 yrs
State Registrations3 states
FLNHTX
Advisor

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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