Andrew Bartholomew, financial advisor Auburn NY

Andrew Bartholomew

CRD Number: 5061678
Current Firm: Key Investment Services LLC

Andrew Bartholomew (CRD# 5061678) is an Investment Advisor Representative working at Key Investment Services LLC in Auburn, NY and has over 15 years of experience in the finance industry.

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Ubs Financial Services Inc.
Company Name Location Dates Years
Key Investment Services LLC Auburn, NY Sep 2016 - Current 5
First Niagara Securities Auburn, NY Jan 2011 - Sep 2016 5
Lpl Financial LLC Auburn, NY Jan 2011 - Sep 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2006
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Andrew Bartholomew
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    3,449
    MILLIONS
  • Total Number of Accounts
    21,284
    ACCOUNTS
  • Average Account Value
    $162,027
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

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