Barbara Barletta, financial advisor Garden City NY
93 score

Barbara Barletta

CRD Number: 3183467
Current Firm: Morgan Stanley

Barbara Barletta (CRD# 3183467) is an Investment Advisor Representative working at Morgan Stanley in Garden City, NY and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Garden City, NY Jun 2009 - Current 7
Morgan Stanley & Company Incorporated Garden City, NY Feb 2009 - Jun 2009 < 1
Ubs Financial Services Inc. Mitchell Field, NY May 2006 - Feb 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2001
Contact Info for Barbara A. Barletta
Phone Number: 914-225-5510
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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