Joshua Barrett (CRD# 4545892) is an Investment Advisor Representative working at Barrett Wealth Management in Rochester, NY and has over 21 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Barrett Capital Management, Inc. | Rochester, NY | Feb 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2002 |
- NY
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts48ACCOUNTS
-
Average Account Value$390,343
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NY
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