MN
MN

Michelle Newcomb

15 Years of Experience
Worcester, MA
Broker

Michelle Newcomb is a registered investment advisor at Bartholomew & Company Wealth Management, LLC, based in Worcester, MA, with 15 years of industry experience. Michelle is also registered as a broker, so some compensation may come from commissions on products sold.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
IM Fee
Planning only
Loading...

Location

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

Get directions

History

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 →
Other Business Activities

Michelle is an independent contractor selling Mary Kay cosmetics through direct sales. This activity is not investment-related.

Employment History
Current Registrations
Commonwealth Financial Network
December 2011 - Present · 14 yrs 10 mos
Commonwealth Financial NetworkBroker
August 2011 - Present · 15 yrs 2 mos
State Registrations1 state
MA
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.
More Advisors