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Anthony Thomas Bartolomeo

Newedge Advisors

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About Anthony Thomas Bartolomeo

Anthony Bartolomeo is an Investment Advisor Representative with Newedge Advisors. Anthony is licensed in California, Florida, Massachusetts, and Texas. Anthony has been a financial professional since 2019. Anthony has earned the Certified Financial Planner designation. Anthony has a background in education, having worked at both Bishop Hendricken High School and American Heritage High School, and also has experience at Savior Wealth. Anthony graduated from Brown University in 2018. Anthony's firm Newedge Advisors offers financial planning, pension consulting, selection of other advisors, portfolio management for individuals and businesses.

Firm Information

Anthony Bartolomeo is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Bartolomeo’s Registration & Firm History

LA

05/15/2023 - Present

Newedge Advisors (NEW ORLEANS LA)

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Licenses & Designations

IA

Issued 02/19/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Thomas Bartolomeo.
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