Shane Bartholomew, financial advisor Saint George UT

Shane Bartholomew

CRD Number: 2848677
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Shane Bartholomew (CRD# 2848677) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saint George, UT and has over 25 years of experience in the finance industry.

Similar Advisors
James Abel, financial advisor Saint George UT
James C. Abel
CRD# 2036919
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Thomas Adams, financial advisor Saint George UT
Thomas J. Adams
CRD# 6244337
Soltis Investment Advisors, LLC
Similar Advisors
Kaylan Andersen, financial advisor Saint George UT
Kaylan D. Andersen
CRD# 6447966
Parker Advisory Group, LLC
Company Name Location Dates Years
Bank Of America, N.a. Saint George, UT Oct 2019 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint George, UT Aug 2019 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated St. George, UT Jan 2019 - Jun 2019 < 1
Unemployed St George Utah, UT Jan 2018 - Jan 2019 1
Renassaince Granite St George, UT Jun 2017 - Jan 2018 < 1
Nexeo St George, UT May 2014 - Oct 2017 3
Unemployed St George Utah, UT Oct 2016 - May 2017 < 1
Unemployed St George, UT May 2012 - May 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1997
S65 NASAA Investment Advisors Law Examination Mar 1997
S66 NASAA Uniform Combined State Law Examination Jul 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Shane S. Bartholomew
Phone Number: 800-637-7455
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.