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About this Advisor
Julia Bartolomeo is a certified financial planner based out of Washington, D.C., with a total of 11 years of professional experience. Bartolomeo works at Morgan Stanley. Throughout their career, Bartolomeo has worked at The Vanguard Group, Inc, University Of Pennsylvania, Morgan Stanley, Rbc Capital Markets LLC, Hightower Securities, LLC and Pagnatokarp Partners, LLC. Bartolomeo holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to operate in Washington, D.c. and Texas. Morgan Stanley is a firm that has its headquarters in Washington, D.C. The firm has offices in 702 locations and a total of 26,000 financial advisors. It oversees $735 billion in assets between its 1,724,668 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 283 charities and foundations. Morgan Stanley offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules vary depending on which services the firm provides the client. However, fees charged by Morgan Stanley most likely include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Julia Bartolomeo Work History
Julia has 11 years of experience.
Pagnatokarp Partners, LLC
Hightower Securities, LLC
Rbc Capital Markets LLC
The Vanguard Group, Inc
University Of Pennsylvania
University Of Pennsylvania
Julia Bartolomeo has no disclosures.
Please visit their SEC profile for more details.