TrueAdvisor
TrueAdvisor
SK
SK

Susan Kelley

Bartholomew & Company Wealth Management, LLC
6 Years of Experience
Worcester, MA
Broker
View SEC Summary
View SEC Summary

Susan Kelley is a registered investment advisor at Bartholomew & Company Wealth Management, LLC, based in Worcester, MA, with 6 years of industry experience. Susan is also registered as a broker, so some compensation may come from commissions on products sold.

Bartholomew & Company Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
IM Fee
Planning only

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 →
Employment History
Current Registrations
Bartholomew & Company Wealth Management, LLC
July 2026 - Present · 3 mos
Commonwealth Financial Network
January 2021 - Present · 5 yrs 9 mos
Commonwealth Financial NetworkBroker
September 2020 - Present · 6 yrs 1 mo
Commonwealth Financial Network
September 2020 - Present · 6 yrs 1 mo
State Registrations2 states
MATX
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
More financial advisors in Worcester, MA →All financial advisors in Massachusetts →