Julia Bartolomeo is a CFP-designated registered investment advisor at Legend Capital, based in New York, NY, with 13 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 75 clients with $230M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$234.6M
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Location
220 Fifth Avenue, 17th Floor, New York, NY, 10001
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Legend Capital
October 2025 - Present · 7 mos
Previous Registrations
Morgan Stanley
May 2017 - July 2025 · 8 yrs 2 mos
Morgan StanleyBroker
May 2017 - July 2025 · 8 yrs 2 mos
Hightower Securities, LLCBroker
January 2016 - March 2016 · 2 mos
Hightower Advisors, LLC
January 2016 - March 2016 · 2 mos
RBC Capital Markets, LLC
November 2014 - January 2016 · 1 yr 2 mos
RBC Capital Markets, LLCBroker
November 2014 - January 2016 · 1 yr 2 mos
Morgan Stanley
June 2014 - November 2014 · 5 mos
Morgan StanleyBroker
September 2012 - November 2014 · 2 yrs 2 mos
Vanguard Marketing CorporationBroker
August 2010 - May 2012 · 1 yr 9 mos
State Registrations5 states
CAFLNCNYOR
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.