Anthony Paul Dibartolomeo

Employer firm

Davis Wealth Advisors CRD 287736

$197M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• BUSINESS AND FINANCIAL CONSULTING

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

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

Current Employers

Employment History

• 09/2019 → 04/2023
  Benefit Street Partners
  Boston, MA
• 01/2014 → 04/2019
  Mfs Investment Management
  Boston, MA
• 04/2019 → 09/2019
  Unemployed
  Boston, MA
• 06/2025 → Present
  Davis Wealth Advisors, Llc
  Salem, NH
• 05/2023 → 03/2025
  Robbins Farley Llc
  Bedford, NH

Previous Registrations

• 2024-01-18 → 2025-02-18
  Robbins Farley Llc
  Bedford, NH

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-18

Other Names

• Anthony Dibartolomeo
• Tony Dibartolomeo