Thomas Barrett, financial advisor Bethesda MD
93 score

Thomas Barrett

CRD Number: 1323018
Current Firm: Euclid Investment Advisory, LLC

Thomas Barrett (CRD# 1323018) is an Investment Advisor Representative working at Euclid Investment Advisory, LLC in Bethesda, MD and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, Inc. Bethesda, MD Mar 1996 - Current 20
Manulife Financial Rosslyn, VA May 1988 - Current 28
Thomas F. Barrett Bethesda, MD Jun 1985 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1984
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Thomas F. Barrett
Phone Number: 301-320-0619
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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