Alexander
Bartholomew

Commonwealth Financial Network

CRD#5730658
Investment Advisor
in Worcester, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Alexander Bartholomew is a financial advisor based in Worcester, Massachusetts, who has 10 years of professional experience. Bartholomew works at Commonwealth Financial Network. The advisor has gained experience at Fastenal Industrial & Construction Supplies, Bryant University, Bartholomew & Co. Inc and Commonwealth Financial Network. Bartholomew holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts. Commonwealth Financial Network is a registered investment company that has its headquarters in Worcester, Massachusetts. The firm has offices in 1,090 locations and a total of 3,200 people on staff. It controls $81 billion in assets under management across its 335,560 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 223 charities and foundations. Of its 335,560 client accounts, just 3% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm has a number of services, including 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 charged by financial advisors typically depend on which services the firm provides the client. Fee types charged by Commonwealth Financial Network can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

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

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

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 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 10 years of experience.

2010 - Present (9 years)

Commonwealth Financial Network

2009 - Present (10 years)

Bartholomew & Co. Inc

2008 - 2009 (1 year)

Fastenal Industrial & Construction Supplies

2008 - 2009 (1 year)

Bryant University

Disclosures

Alexander Bartholomew has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Michael Ball
Overland Park, KS
Alisha Butterfield
Rapid City, SD
Brandon Luke
Kahului, HI
Kyle Hagan-Collins
Warwick, RI
Alexander Bartholomew
Worcester, MA
Thomas Muscato
Pittsford, NY
Brooke Fleming
Westborough, MA
Brent Caswell
Overland Park, KS

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