Alexander
Bartholomew

Commonwealth Financial Network

CRD#5730658
Investment Advisor
in Worcester, MA

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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

Series 66

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

370 Main Street Suite 1000
Worcester, MA 01608

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

MA Average: $16,012,751,954
Total Number of Employees

3,350

MA Average: 118
Total Number of Accounts

388,288

MA Average: 4,567
Average Account Size

$219,462

MA Average: $3,506,186

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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.

2010 - Present (10 years)

Commonwealth Financial Network

2009 - Present (11 years)

Bartholomew & Co. Inc

Disclosures

Alexander Bartholomew has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
John Farrell
Waltham, MA
Charles Carter
Phoenix, AZ
Brendan Stringer
Arlington, VA
Jodene Gibbs
Reston, VA
Karen Tupitza
Fairfax, VA
Ryan Sant
Lynnwood, WA
Brian Beaulieu
Camden, ME

This content was compiled from the SEC and FINRA.

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