Arthur Bartholomew
Arthur Bartholomew is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in West Conshohocken, PA, with 45 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
300 Conshohocken State Road, Suite 400, West Conshohocken, PA, 19428
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Regulatory History
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 ActivitiesSells Insurance
Arthur is a trustee for a trust holding a life insurance policy, with no day-to-day activity. He is also the President/Board Member of a fly fishing club, dedicating minimal time outside of business hours.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
Moseley, Hallgarten, Estabrook & Weeden, INC.Broker
State Registrations25 states
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