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Bartholomew John Earley

Multiple Financial Services, Inc.

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About Bartholomew John Earley

Bartholomew John Earley is a financial advisor with Multiple Financial Services, Inc. Bartholomew is registered with the state of Virginia as a Registered Investment Advisor. Bartholomew has been in the financial services industry since 1994. Bartholomew is a Certified Financial Planner and a Chartered Financial Analyst. Bartholomew has worked with WFS, LLC, H.C. WAINWRIGHT & CO., INC., and MERCER ALLIED COMPANY, L.P. in the past.

Firm Information

Bartholomew Earley is currently registered with Multiple Financial Services, Inc.. Multiple Financial Services, Inc. is a terminated corporation that was formed in 1999. They provided a variety of financial services, including financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. They managed assets for a range of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

$3.69B

Assets Under Management

6

Total Clients

10

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Bartholomew Earley’s Registration & Firm History

VT

11/23/2012 - Present

Multiple Financial Services, Inc. (MANCHESTER VT)

MA

04/11/2002 - 03/06/2006

WFS, LLC (BOSTON MA)

NY

01/15/1998 - 04/16/2002

H.C. WAINWRIGHT & CO., INC. (NEW YORK NY)

NY

12/11/1996 - 01/21/1998

MERCER ALLIED COMPANY, L.P. (COHOES NY)

NJ

07/22/1994 - 10/31/1994

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BOTH

Issued 05/19/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/08/1996

Series 7 - General Securities Representative Examination

BC

Issued 07/21/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bartholomew John Earley.
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