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 30 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 8
Thomas Bartholomew Insurance Agency Macungie, PA Jan 2007 - Current 11
State Farm Vp Management Corp Macungie, PA Jan 2007 - Current 11
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
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States


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