Thomas Bartholomew, financial advisor Macungie PA
96 score

Thomas Bartholomew

CRD Number: 1792447
Current Firm: State Farm Investment Management Corp.

Thomas Bartholomew (CRD# 1792447) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Macungie, PA and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Macungie, PA Sep 2009 - Current 7
Thomas Bartholomew Insurance Agency Macungie, PA Jan 2007 - Current 9
State Farm Vp Management Corp Macungie, PA Jan 2007 - Current 9
State Farm Investment Management Corp Macungie, PA Jan 2007 - Dec 2008 1
State Farm Insurance Concordville, PA Jul 2006 - Dec 2006 < 1
State Farm Vp Management Corp Concordville, PA Jul 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1988
S65 NASAA Investment Advisors Law Examination Sep 2000
Contact Info for Thomas S. Bartholomew
Phone Number: 800-447-0740
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    20,243
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $722,957,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, 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, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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