Member · Barnes Pettey Financial Advisors, LLC
Andrew C. Yee
CRD 5121728 · Named on Form ADV at one SEC-registered adviser
At a glance
Barnes Pettey Financial Advisors, LLC, an SEC-registered wealth manager based in Clarksdale, MS with $1.3 billion in regulatory assets, lists Andrew C. Yee on its Form ADV as Member, a control person.
Firms and roles
- Barnes Pettey Financial Advisors, LLCMemberWealth manager · Clarksdale, MS · $1.3B in regulatory assets
AtlasMembers
Andrew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Holmes S. PetteyManaging Member, Barnes Pettey Financial Advisors, LLC
- Gerald A. SmithManaging Member, Barnes Pettey Financial Advisors, LLC
- Susan M BrodnickChief Compliance Officer, Barnes Pettey Financial Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.