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Financial ADVSR advisor directory · SEC adviser records

Barrett & Company financial advisors in Providence, RI

Every SEC-registered investment adviser representative at a Barrett & Company office in Providence, A to Z.

The short answer

4 registered advisors work at Barrett & Company in Providence, out of 4 at the firm nationwide; it ranks number 22 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Barrett & Company advisors in Providence, A to Z

Every Barrett & Company advisor →

Barrett & Company advisors in every city and state →Barrett & Company: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Providence

All Providence advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Strategic Advisers LLC 63Morgan Stanley 59UBS Financial Services Inc. 23RBC Capital Markets, LLC 17Parsons Capital Management Inc. 11Tiaa-Cref Individual & Institutional Services, LLC 10Ameriprise Financial Services, LLC 9Brown, Lisle/Cummings, Inc. 8Charles Schwab & Co., Inc. 8Wells Fargo Clearing Services, LLC 8Commonwealth Financial Network 6

Questions

How many financial advisors does Barrett & Company have in Providence?

4 investment adviser representatives are registered at Barrett & Company offices in Providence, Rhode Island, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Barrett & Company one of the largest advisor employers in Providence?

Barrett & Company ranks number 22 in Providence by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.

How do I check a Barrett & Company advisor in Providence?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Barrett & Company office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.