Thomas Bartolomeo, financial advisor Boca Raton FL
93 score

Thomas Bartolomeo

CRD Number: 1823924
Current Firm: The Harvest Group

Thomas Bartolomeo (CRD# 1823924) is an Investment Advisor Representative working at The Harvest Group in Boca Raton, FL and has over 24 years of experience in the finance industry.

Similar Advisors
Allen Giese, financial advisor Boca Raton FL
Allen P. Giese
CRD# 2145424
Northstar Financial Planners, Inc.
Similar Advisors
Justin Blews, financial advisor Boca Raton FL
Justin Blews
CRD# 4223891
Morgan Stanley
Similar Advisors
Marianela Collado, financial advisor Boca Raton FL
Marianela Collado
CRD# 6569237
Tobias Financial Advisors
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Bota Raton, FL Oct 2017 - Current < 1
The Harvest Group Wealth Management, LLC Boca Raton, FL Oct 2017 - Current < 1
Wells Fargo Advisors Financial Network, LLC Boca Raton, FL Nov 2016 - Oct 2017 < 1
Wells Fargo Advisors Financial Network, LLC Providence, RI Nov 2012 - Nov 2016 4
Morgan Stanley Smith Barney Providence, RI Jun 2009 - Nov 2012 3
Morgan Stanley & Company Incorporated New Providence, RI Nov 2008 - Jun 2009 < 1
Wachovia Securities LLC South Waltham, MA Jan 2007 - Nov 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S66 NASAA Uniform Combined State Law Examination Apr 2000
Contact Info for Thomas Bartolomeo
Phone Number: (781) 996-3300
Registered State(s):
  • FL
  • TX
  • MA
  • RI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Thomas Bartolomeo and other advisors.
Clean Record
This advisor has a clean track record with regulators.

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.