Best Investors
Account
Sign in
Best Investors
Account
Sign in
Bartholomew & Company Wealth Management, LLC CRD 342680
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
370 Main Street Suite 1000, Worcester, MA 01608 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-27 |
Branch Locations
370 Main Street Suite 1000, Worcester, MA 01608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aimtek Inc | Auburn | MA | 06/2016 | 12/2019 |
| Northeast Bank | Boston | MA | 05/2021 | 08/2021 |
| Quinsigamond Community College | Worcester | MA | 09/2016 | 12/2019 |
| Bentley University | Waltham | MA | 01/2020 | 05/2023 |
| Bartholomew And Company, Inc. | Worcester | MA | 02/2023 | 01/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | 01/2026 |
| Bartholomew And Company, Inc. | Worcester | MA | 01/2025 | 01/2026 |
| Commonwealth Financial Network | Waltham | MA | 01/2026 | Present |
| Bartholomew And Company, Inc. | Worcester | MA | 01/2026 | Present |
| Bartholomew & Company Wealth Management, Llc | Worcester | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-24 |
Reach out to this advisor