Thomas Bartolomeo
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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
1200 North Federal Highway, Suite 300, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (1)
Regulatory
December 2021Other 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
Previous Registrations
Savior Wealth
Purshe Kaplan Sterling InvestmentsBroker
The Harvest Group
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
UBS Painewebber INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations3 states
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.