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Elizabeth Amanda Bartolomeo

NYLIFE SECURITIES
JOHNSTON, RI
·CRD# 7993777·2 years experience

Professional Summary

Elizabeth Amanda Bartolomeo, who also goes by Elizabeth Amanda Farland, is a registered financial advisor currently at NYLIFE SECURITIES LLC located in Johnston, Rhode Island. Elizabeth is registered as a RR (Registered Representative) and started their career in finance in 2024. Elizabeth has worked at 2 firms and has passed the Series 65, Series 6TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Elizabeth Amanda Farland

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

2 years in the financial services industry

Current & Past Employments

NYLIFE SECURITIES LLC·CRD# 5167
BD
1301 Atwood Avenue Suite 306n, Johnston, RI 02919
September 12, 2026 - Present
NEWEDGE ADVISORS·CRD# 171351
RIA
Attleboro, MA
October 17, 2024 - November 12, 2025

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Current Firm

NS
NYLIFE SECURITIES LLC

NEW YORK LIFE SECURITIES CORP. | NYLIFE SECURITIES LLC | NYLIFE SECURITIES INC. | NEW YORK LIFE VARIABLE CONTRACTS CORPORATION

CRD#: 5167 / SEC#: 8-15517
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

51 Madison Ave. Room 713, New York, NY 10010

Mailing Address

51 Madison Avenue Room 713, New York, NY 10010

Phone Number

(212) 576-7000

Established

Delaware since 01/01/2007

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Large

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
NYLIFE LLC.SHAREHOLDER—
BAGTAS, ANGELA CHENELECTED MANAGER8172856
BOCCIO, JOHN MICHAELCHIEF EXECUTIVE OFFICER AND PRESIDENT4600977
DUARTE, DEBORAH LYNNELECTED MANAGER6090278
ENGELBRECHTSEN, TOM DAHLCORPORATE VICE PRESIDENT AND PRINCIPAL OPERATIONS OFFICER2908809
FEINBERG, AMARYA NMNELECTED MANAGER8162482
HUANG, DYLAN WEIELECTED MANAGER AND CHAIRMAN6233208
LOFTUS, PATRICIA ELIZABETHCORPORATE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER2156131
SCHWARTZ, RACHEL SABRINAVICE PRESIDENT AND ASSOCIATE GENERAL COUNSEL8170474
TILLOTSON, SANDRA GELECTED MANAGER7617600
VIRENDRA, SONALI NMNELECTED MANAGER2404467
ZAMAN, NABEEDVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER6410914

Disclosures

Regulatory Event

13

Arbitration

7

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Ms. Farland conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Bartolomeo Capital Group. Ms. Farland is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. Ms. Farland is a licensed insurance agent/broker. She may offer insurance products and receive customary fees as a result of insurance sales. A conflict of interest may arise as these insurance sales may create an incentive to recommend products based on the compensation earned. To mitigate this potential conflict, Ms. Farland, as a fiduciary, will act in the client's best interest. Ms. Farland is employed by the Boston Children's Hospital as a Research Assistant. She devotes her time to this activity outside of trading hours.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2024About the Series 65 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 2026About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Apr 2026About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Elizabeth Amanda Bartolomeo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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