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Julia Ann Bartolomeo

Legend Capital

New York, NY

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Current Employers
Legend Capital

New York, NY • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-07
CA RA APPROVED 2025-10-05
NY RA APPROVED 2025-10-05
NC RA APPROVED 2025-10-05
OR RA APPROVED 2025-10-05
  • FL RA
    APPROVED
    Since 2025-10-07
  • CA RA
    APPROVED
    Since 2025-10-05
  • NY RA
    APPROVED
    Since 2025-10-05
  • NC RA
    APPROVED
    Since 2025-10-05
  • OR RA
    APPROVED
    Since 2025-10-05

Branch Locations

New York, NY • 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
Pagnatokarp Partners, Llc Reston VA 03/2016 04/2017
Morgan Stanley Smith Barney Llc Washingotn DC 04/2017 11/2018
Morgan Stanley Smith Barney Llc New York NY 01/2025 07/2025
Legend Capital New York NY 08/2025 Present
Morgan Stanley Smith Barney Llc New York NY 03/2019 01/2021
Morgan Stanley Smith Barney Llc New York NY 11/2018 03/2019
Morgan Stanley Smith Barney Llc New York NY 01/2021 06/2023
Morgan Stanley Smith Barney Llc New York NY 06/2023 01/2025
  • 03/2016 → 04/2017
    Pagnatokarp Partners, Llc
    Reston, VA
  • 04/2017 → 11/2018
    Morgan Stanley Smith Barney Llc
    Washingotn, DC
  • 01/2025 → 07/2025
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 08/2025 → Present
    New York, NY
  • 03/2019 → 01/2021
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 11/2018 → 03/2019
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 01/2021 → 06/2023
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 06/2023 → 01/2025
    Morgan Stanley Smith Barney Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-09
S63 Uniform Securities Agent State Law Examination 2010-08-17
  • S66 Uniform Combined State Law Examination
    2014-06-09
  • S63 Uniform Securities Agent State Law Examination
    2010-08-17
Designations
Other Names
  • Julia A Bartolomeo

View on SEC IAPD

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