AdFi
TB

Thomas Bartolomeo Jr

Investment Adviser Representative at NEWEDGE ADVISORS

Boca Raton, FLCRD #1823924Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
34 yrs
States Registered
3 states
Exams Passed
8

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Thomas Bartolomeo has worked in the securities industry since 1992. They have passed the Series 99, 66, 63, 26, 24, 7, and 6 examinations. They are registered to provide investment advisory services in Florida, New Hampshire, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
FloridaNew HampshireTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/10/2000
Series 63
Uniform Securities Agent State Law Examination
Passed 10/27/1993
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/9/1999
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/2/1992
Series 24
General Securities Principal Examination
Passed 2/14/2013
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 7/14/1994

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Newedge Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NEWEDGE ADVISORSCurrent
5/15/2023Boca Raton, FL
SAVIOR WEALTH
2/22/20195/17/2023Delray Beach, FL
THE HARVEST GROUP
10/24/20176/11/2019Boca Raton, FL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
11/16/201210/24/2017Boca Raton, FL
MORGAN STANLEY
6/1/200911/20/2012Providence, RI
MORGAN STANLEY & CO. INCORPORATED
11/14/20086/1/2009Providence, RI
WACHOVIA SECURITIES, LLC
7/1/200311/14/2008Waltham, MA
PRUDENTIAL SECURITIES INCORPORATED
4/8/20027/1/2003Providence, RI

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at NEWEDGE ADVISORS

Showing 12 of 599 in the directory

View NEWEDGE ADVISORS firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Thomas Bartolomeo Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Thomas Bartolomeo Jr - Financial Advisor in Boca Raton, FL | AdvisorFinder