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Susan Kelley

Bartholomew & Company Wealth Management, LLC

Lee, MA

Worcester, MA

Commonwealth Financial Network

Worcester, MA

Lee, MA

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Current Employers
Bartholomew & Company Wealth Management, Llc

370 Main Street Suite 1000, Worcester, MA 01608 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-16
  • MA RA
    APPROVED
    Since 2026-07-16

Branch Locations

Lee, MA • United States

370 Main Street Suite 1000, Worcester, MA 01608 • United States

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-25
MA RA APPROVED 2021-01-26
  • TX RA
    APPROVED_RES
    Since 2026-03-25
  • MA RA
    APPROVED
    Since 2021-01-26

Branch Locations

370 Main Street Suite 1000, Worcester, MA 01608 • United States

Lee, MA • 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
Unibank For Savings Whitinsville MA 09/2010 05/2017
Adams Community Bank Adams MA 05/2017 08/2019
Commonwealth Financial Network/Bartholomew & Co., Inc. Worcester MA 08/2019 Present
Commonwealth Financial Network Waltham MA 08/2019 Present
Bartholomew & Company Wealth Management, Llc Worcester MA 07/2026 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-12
  • S66 Uniform Combined State Law Examination
    2021-01-12
Other Names
  • Sue Kelley
  • Susan Elizabeth Clark

View on SEC IAPD

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