Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bartholow is a financial professional with over 30 years of experience in the industry. Richard is currently registered with Snowden Capital Advisors LLC, and previously held positions at Morgan Stanley, Brean Murray, Carret & Co., LLC., SG Cowen Securities Corporation, Cowen & Co., and Feeley & Willcox Securities Corp.. Richard is registered as a Registered Representative in New Hampshire, South Carolina, and Texas. Richard has a broad range of experience in financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Richard is also a committee member at Stony Brook School and reviews their investment endowment fund allocation.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
SC
02/21/2023 - Present
Snowden Capital Advisors LLC (Bluffton SC)
NH
01/14/2010 - 03/08/2023
MORGAN STANLEY (LEBANON NH)
NY
02/18/2000 - 01/18/2008
BREAN MURRAY, CARRET & CO., LLC. (NEW YORK NY)
NY
07/01/1998 - 10/08/1999
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
04/26/1994 - 07/01/1998
COWEN & CO. (NEW YORK NY)
NY
09/24/1990 - 05/04/1992
FEELEY & WILLCOX SECURITIES CORP. (NEW YORK NY)
IA
Issued 07/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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