Julia
Bartolomeo

Morgan Stanley

CRD#5824294
Investment Advisor
in Washington, DC
Are you Julia Bartolomeo? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

1747 Pennsylvania Avenue Nw
Washington, DC 20006

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

DC Average: $7,464,549,021
Total Number of Employees

26,000

DC Average: 88
Total Number of Accounts

1,724,668

DC Average: 3,892
Average Account Size

$426,340

DC Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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
  • Other

Julia Bartolomeo Work History

Julia has 11 years of experience.

2017 - Present (2 years)

Morgan Stanley

2016 - 2017 (1 years)

Pagnatokarp Partners, LLC

2015 - 2016 (1 years)

Hightower Securities, LLC

2014 - 2015 (1 years)

Rbc Capital Markets LLC

2012 - 2014 (2 years)

Morgan Stanley

2010 - 2012 (2 years)

The Vanguard Group, Inc

2009 - 2010 (1 years)

University Of Pennsylvania

2007 - 2009 (2 years)

University Of Pennsylvania

Disclosures

Julia Bartolomeo has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started