Albert J. Bartolomeo

BROAD REACH WEALTH MANAGEMENT

SARASOTA, FL 34236

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CRD#: 4512427

Professional summary

Albert J. Bartolomeo, CFP® is a registered financial advisor currently at BROAD REACH WEALTH MANAGEMENT, LLC located in Sarasota, Florida.

Albert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Albert has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albert J. Bartolomeo's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

April 23, 2008 - Present

BROAD REACH WEALTH MANAGEMENT, LLC

Office #1: 1990 Main St. Suite 750, Sarasota, FL 34236

RIA

CRD#: 146128

SARASOTA, FL

Past

May 14, 2007 - March 27, 2008

WATER OAK ADVISORS, LLC

RIA

CRD#: 140486

ORLANDO, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(4/23/2008)

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Exams

State Security Law Exam

IAR

Series 65

Date: 6/12/2002

Uniform Investment Adviser Law Examination

Current Firm

BROAD REACH WEALTH MANAGEMENT, LLC

CRD#: 146128 / SEC#:

Florida

Registered Investment Advisory firm - (4/23/2008 Approved)

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Contact information

Main Address

1990 Main St. Suite 750, Sarasota, FL 34236

Mailing Address

Phone number

(941) 306-4621

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	73
AUM (Assets Under Management)	$ 29,946,304

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Albert J. Bartolomeo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albert J. Bartolomeo's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROAD REACH WEALTH MANAGEMENT, LLC

WATER OAK ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/2002

Current Firm

BROAD REACH WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BROAD REACH WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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