Thomas Bartolomeo
Investment adviser representative at Newedge Advisors
14 yearsExperience
3 statesRegistered in
$43.2BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Newedge Advisors, LLC.May 2023 to now
- Savior Wealth, LLCApr 2019 to May 2023
- Purshe Kaplan Sterling Investments, IncMar 2018 to Mar 2021
- The Harvest Group Wealth Management, LLCOct 2017 to Mar 2019
- Wells Fargo Advisors Financial Network, LLCNov 2012 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 3 states (FL, NH, TX).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1823924
- Firm CRD
- 171351