Allen Webster Dillaire
Investment adviser representative at Bartholomew & Company Wealth Management, LLC
36 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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
Experience
36 years in the industry.
- Bartholomew & Company Wealth Management, LLCJul 2026 to now
- Allen W DillaireDec 2024 to now
- Commonwealth Financial NetworkAug 2019 to now
- Sg Wealth Management Group, LLCSep 1999 to now
- H.D. Vest Advisory ServicesFeb 2010 to Aug 2019
- H.D. Vest Investment ServicesFeb 2010 to Aug 2019
- Hdvest Insurance ServicesFeb 2010 to Aug 2019
- Shepherd & Goldstein LLPDec 1990 to Jun 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (MA).
Bartholomew & Company Wealth Management, LLC
$0Assets managed
0Clients
25Advisers
Under 1 yearIn 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
- 3250453
- Firm CRD
- 342680