Ignacio Bartolomei

CRD 2732955 · Fidelity Brokerage Services LLC · Smithfield, RI

IA RegisteredBroker

Also appears in the source record as: Ignacio Alberto Bartolomei; Ignacio Bartolomei

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 66Series 63Series 10Series 9SIESeries 7
Registered states (4): Florida · Massachusetts · Texas · Utah
Years in the industry (source record): 29
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2732955 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (17)

From the source registration record · current first

Strategic Advisers LLCCurrent
Orlando, FL · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Orlando, FL · BD capacity

Aug 4, 2021 → present
Fidelity Brokerage Services LLCCurrent
Smithfield, RI · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Sep 10, 2021 → Mar 31, 2025
Pnc Investments
IA capacity

May 29, 2019 → May 28, 2021
Pnc Investments
BD capacity

May 8, 2019 → May 28, 2021
Pnc Investments
BD capacity

Jun 4, 2018 → Nov 1, 2018
Pnc Investments
IA capacity

Jun 4, 2018 → Nov 1, 2018
Wells Fargo Clearing Services, LLC
IA capacity

Dec 2, 2015 → Dec 15, 2017
Wells Fargo Clearing Services, LLC
BD capacity

Nov 30, 2015 → Dec 15, 2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Feb 13, 2008 → Dec 1, 2015
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Feb 4, 2008 → Dec 1, 2015
Bartolomei Capital, LLC
IA capacity

May 31, 2006 → Feb 4, 2008
Cbiz Financial Solutions, Inc.
IA capacity

Sep 22, 2004 → Jun 7, 2006
Cbiz Financial Solutions, Inc.
BD capacity

Aug 23, 2004 → Jun 7, 2006
Charles Schwab & Co., Inc.
IA capacity

Apr 1, 2003 → Jun 7, 2004
Charles Schwab & Co., Inc.
BD capacity

Mar 27, 1997 → Jun 7, 2004

Source & corrections

Where this page comes from

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