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 27 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Saint George, UT Oct 2019 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint George, UT Aug 2019 - Current 4
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
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, financial matters, and other matters required to be disclosed 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
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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

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