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Albert J. Bartolomeo

Broad Reach Wealth Management, LLC

Sarasota, FL

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Current Employers
Broad Reach Wealth Management, Llc

1990 Main St. Suite 750, Sarasota, FL 34236 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2008-04-23
  • FL RA
    APPROVED
    Since 2008-04-23

Branch Locations

1990 Main St. Suite 750, Sarasota, FL 34236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Broad Reach Wealth Management Sarasota FL 03/2008 Present
  • 03/2008 → Present
    Broad Reach Wealth Management
    Sarasota, FL
Previous Registrations
  • 2007-05-14 → 2008-03-27
    Water Oak Advisors, Llc
    Orlando, FL
Other Businesses

Albert J Bartolomeo holds the FL Life, Health, and Annuities License.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-06-12
  • S65 Uniform Investment Adviser Law Examination
    2002-06-12
Designations

View on SEC IAPD

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