Nancy BartolameolliCRD Number: 4924149
Current Firm: Brookstone Wealth Advisors, LLC
Nancy Bartolameolli (CRD# 4924149) is an Investment Advisor Representative working at Woodcrest Financial Group in Troy, MI and has over 5 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Securities America Advisors, Inc.
|Nancy's Tax Service||Chesterfield, MI||Feb 2019 - Current||3|
|Retirement Wealth Advisors||Chesterfield, MI||Dec 2017 - Current||4|
|Woodcrest Financial Group||Troy, MI||May 2012 - Current||10|
|Motiv8 Investments LLC||Troy, MI||Mar 2017 - Dec 2017||< 1|
|Woodcrest Wealth Management LLC||Troy, MI||Oct 2007 - Dec 2013||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2010|
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
Total Assets Under Management32MILLIONS
Total Number of Accounts410ACCOUNTS
Average Account Value$78,780
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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