Hazel J. Nutt

BARTHOLOMEW & COMPANY WEALTH MANAGEMENT

WORCESTER, MA 01608

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CRD#: 5123823

Professional summary

Hazel Joy Nutt, who also goes by Hazel Joy Kirrane, Hazel J Kirrane, Hazel Joy Roberge, is a registered financial advisor currently at BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC located in Worcester, Massachusetts and COMMONWEALTH FINANCIAL NETWORK located in Worcester, Massachusetts.

Hazel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Hazel has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Hazel Joy Kirrane | Hazel J Kirrane | Hazel Joy Roberge

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 Hazel Joy Nutt'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®

None

Experience

Current

July 16, 2026 - Present

BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC

Office #1: 370 Main Street Suite 1000, Worcester, MA 01608

RIA

CRD#: 342680

WORCESTER, MA

Current

May 16, 2006 - Present

COMMONWEALTH FINANCIAL NETWORK

Office #1: 370 Main Street Suite 1000, Worcester, MA 01608

RIA

CRD#: 8032

WORCESTER, MA

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(1/2/2013)

Massachusetts
(6/27/2006)

IAR

Massachusetts
(7/16/2026)

New York
(1/2/2013)

Washington
(8/22/2014)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/26/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/15/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC

CRD#: 342680 / SEC#: 801-136507

RIA

Registered Investment Advisory firm - (7/1/2026 120-Day Approval)

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Contact information

Main Address

370 Main Street Suite 1000, Worcester, MA 01608

Mailing Address

Phone number

(508) 753-8807

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A BROCHURE (5/15/2026)

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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Hazel J. Nutt

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hazel Joy Nutt's CRS (Customer Relationship Summary).

Certified licenses

Experience

BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC

COMMONWEALTH FINANCIAL NETWORK

State Registrations and Notice Filings

Exams

Series 66

Date: 6/26/2006

SIE

Date: 10/1/2018

Series 7

Date: 5/15/2006

FINRA

Current Firm

BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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