Heather Ryan Girolamo
Investment adviser representative at Bartholomew & Company Wealth Management, LLC
23 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm 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
Experience
23 years in the industry.
- Bartholomew & Company Wealth Management, LLCJul 2026 to now
- Commonwealth Financial NetworkJan 2020 to now
- Ryan Wealth AdvisorsJan 2020 to now
- Ryan Financial Advisors, Inc.Apr 2003 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2004
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
- 4663317
- Firm CRD
- 342680