Alexander Bartolomeo, financial advisor Charlotte NC
88 score

Alexander Bartolomeo

CRD Number: 6349440
Current Firm: Ubs Financial Services Inc.

Alexander Bartolomeo (CRD# 6349440) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Charlotte, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Charlotte, NC Jun 2014 - Current 2
University Of South Carolina Columbia, SC Aug 2010 - May 2014 3
Vision Property Management Columbia, SC Aug 2013 - Oct 2013 < 1
Staples Inc. Columbia, SC Jun 2013 - Aug 2013 < 1
Smilemakers Spartanburg, SC Jun 2010 - Dec 2012 2
Aquatech Pool Management Charlotte, NC Jun 2011 - Aug 2012 1
Ardrey Kell High School Charlotte, NC Aug 2006 - Jun 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Alexander J. Bartolomeo
Phone Number: 201-352-3000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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