Albert Bartolomeo
Albert Bartolomeo is a CFP-designated registered investment advisor at Broad Reach Wealth Management, LLC, based in Sarasota, FL, with 18 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 40 clients with $30M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1990 Main St., Suite 750, Sarasota, FL, 34236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Broad Reach Wealth Management, LLC
Previous Registrations
Cnlbank Wealth Management
State Registrations1 state
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