Nancy Bartolameolli, financial advisor Wheaton IL

Nancy Bartolameolli

CRD 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.

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Securities America Advisors, Inc.
Company Name Location Dates Years
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
Disclosure Information

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Contact Info for Nancy Bartolameolli
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    410
    ACCOUNTS
  • Average Account Value
    $78,780
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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Data verified by both the advisor and the public regulatory data.

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