Commonwealth Financial Network
Answer a few questions and
get matched with an advisor.
About this Advisor
Alexander Bartholomew is a financial advisor who works out of Worcester, Massachusetts, with a total of 10 years of work experience. Bartholomew is an employee of Commonwealth Financial Network. Their career trajectory has included roles at Bartholomew & Co. Inc and Commonwealth Financial Network. Bartholomew has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. Commonwealth Financial Network is a financial advisory business that has its headquarters in Worcester, Massachusetts. The investment advisory business has offices in 1,090 locations and a total of 3,350 advisors. It has $85 billion in total assets among its 388,288 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 259 charities and foundations. Of its 388,288 customer accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services largely are based on which services are provided. However, fees billed by Commonwealth Financial Network most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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.
Commonwealth Financial Network Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Alexander Bartholomew Work History
Alexander has 11 years of experience.
Commonwealth Financial Network
Bartholomew & Co. Inc
Alexander Bartholomew has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Commonwealth Financial Network
Salt Lake City, UT