Anthony Thomas Bartolomeo

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 05/2023
  Savior Wealth
  Delray Beach, FL
• 08/2016 → 06/2018
  American Heritage High School
  Delray Beach, FL
• 09/2018 → 05/2022
  Brown University
  Providence, RI
• 05/2023 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2022-03-01 → 2023-05-17
  Savior Wealth
  Delray Beach, FL
  Wellesley, MA

Other Businesses

Bartolomeo Capital Group; DBA for RIA NewEdge Advisors, LLC; Investment Related; Investment Advisor Representative; 05/2023

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-19

Designations

• Certified Financial Planner