Richard L. Bartholomew

FARTHER

PONTE VEDRA BEACH, FL 32082

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CRD#: 4602974

Professional summary

Richard Lee Bartholomew II, CFP®, who also goes by Richard Lee Bartholomew, Rick Bartholomew, is a registered financial advisor currently at FARTHER located in Ponte Vedra Beach, Florida.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Richard has worked at 8 firms and has passed the Series 63, Series 66, Series 7 and Series 31 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Richard Lee Bartholomew | Rick Bartholomew

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 Richard Lee Bartholomew II's CRS (Customer Relationship Summary).

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: 2005

Experience

Current

July 1, 2025 - Present

FARTHER

Office #1: 822 A1a N #310, Ponte Vedra Beach, FL 32082

CRD#: 15708

CUMMING, GA

Past

April 10, 2008 - June 30, 2008

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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
(7/18/2025)

IAR

Texas
(7/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/5/2008

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/29/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/9/2008

General Securities Representative Examination

General Industry/Product Exam

Series 31

Date: 2/24/2003

Futures Managed Funds Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

Richard L. Bartholomew

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Lee Bartholomew II's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHCARE CAPITAL MANAGEMENT LLC

ADVICEPERIOD, LLC

WEALTHCARE CAPITAL MANAGEMENT LLC

WEALTHCARE CAPITAL MANAGEMENT LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

RONALD BLUE & CO., LLC

MERCER ADVISORS

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 63

Date: 6/5/2008

Series 66

Date: 1/29/2003

Series 7

Date: 4/9/2008

Series 31

Date: 2/24/2003

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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