Investment adviser representative · Investment Analytics, LLC
Peter S. Barrett
CRD 5248915 · Cincinnati, OH
At a glance
Peter S. Barrett is an investment adviser representative with Investment Analytics, LLC in Cincinnati, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Peter’s SEC record dates to 2007, about 19 years ago.
Current advisory firm
- Investment Analytics, LLCSince September 2022Cincinnati, OH · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- None on file
- Exams
- Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Peter’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Investment Analytics, LLC
- Lee BowerCincinnati
- Christian D. MatixCincinnati
Every advisor at Investment Analytics, LLC →Financial advisors in Cincinnati, OH →Every Investment Analytics, LLC advisor in Cincinnati →Advisor Moves: who changed firms this week →