Broad Reach Wealth Management, LLC
Broad Reach Wealth Management, LLC (CRD# 146128) is a financial advisory firm headquartered in Sarasota, FL. They manage $19,891,802 in 68 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts68ACCOUNTS
Average Account Value$292,527
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Albert Bartolomeo (CRD# 4512427) is an Investment Advisor Representative working at Broad Reach Wealth Management, LLC in Sarasota, FL and has over 14 years of experience in the finance industry. Albert Bartolomeo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.