Kristi Bartholomew
Investment adviser representative at Symmetry Partners
14 yearsExperience
2 statesRegistered in
$4.7BFirm assets
24 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Symmetry Partners, LLCOct 2025 to now
- Velo, LLCAug 2024 to now
- 401k Belay, LLC Fka Kristico, LLCAug 2012 to now
- A Plus Planning & Insurance, LLCJan 2012 to now
- Cairn AdvisorsJan 2012 to now
- Iams Wealth ManagementJan 2023 to Sep 2025
- Bcj Capital ManagementJun 2020 to Jan 2023
- Ars Investment Advisors, Inc.Jul 2018 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CT, UT).
Symmetry Partners
Legal name: Symmetry Partners, LLC.
$4.7BAssets managed
8,909Clients
21Advisers
24 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
- 6995987
- Firm CRD
- 120982