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Employer firm

Bartholomew & Company Wealth Management, LLC CRD 342680

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

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

370 Main Street Suite 1000, Worcester, MA 01608 • 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
Bartholomew & Co, Inc. Worcester MA 06/2004 Present
Commonwealth Financial Network Waltham MA 04/2006 Present
Bartholomew & Company Wealth Management, Llc Worcester MA 07/2026 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-26
  • S66 Uniform Combined State Law Examination
    2006-06-26
Designations
  • Certified Financial Planner
Other Names
  • Hazel J Kirrane
  • Hazel Joy Kirrane
  • Hazel Joy Roberge

View on SEC IAPD

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