Julia Ann Bartolomeo
Investment adviser representative at Legend Capital
9 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$250.5MFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Legend CapitalAug 2025 to now
- Morgan Stanley Smith Barney LLCApr 2017 to Jul 2025
- Pagnatokarp Partners, LLCMar 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, NC, NY, OR).
Legend Capital
Legal name: Legend Capital Advisors LLC
$250.5MAssets managed
114Clients
2Advisers
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
- 5824294
- Firm CRD
- 336029