Charles Edward Patterson

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:

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

Current Employers

Employment History

• 05/2002 → Present
  Commonwealth Financial Network
  Waltham, MA
• 09/2002 → Present
  Bartholomew & Company, Inc.
  Worcester, MA
• 07/2026 → Present
  Bartholomew & Company Wealth Management, Llc
  Worcester, MA

Other Businesses

1. Antique sales (no formal name). Not investment-related. Rutland, MA. The nature of the other business is selling antiques as a hobby. Mr. Patterson is an antique salesperson since July 2014. Approximately 0 hours during business or securities trading hours. In this position he lists and sells antiques as a hobby. 2. Bartholomew & Company, Inc. Investment-related. Worcester, MA. The other business is an investment advisory firm. Mr. Patterson is a secretary for a branch office since December 2015. 0 hours spent during business and securities trading hours. In this position he signs documents as needed and performs administrative duties.

Exams

• S66 Uniform Combined State Law Examination
  2002-08-28