Bree BarlettoCRD Number: 3086946
Current Firm: Touchstone Advisors Inc.
Bree Barletto (CRD# 3086946) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Roslindale, MA and has over 23 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Ifs Financial Services||Cincinnati, OH||Sep 2015 - Current||6|
|Touchstone Securities||Cincinnati, OH||Sep 2015 - Current||6|
|Touchstone Advisors Inc.||Cincinnati, OH||Sep 2015 - Current||6|
|Eaton Vance Management||Boston, MA||Mar 2012 - Jul 2015||3|
|Eaton Vance Distributors, Inc.||Boston, MA||Nov 2001 - Jul 2015||13|
|Tahiti Restaurant||Dedham, ME||Oct 2003 - Jun 2013||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management34,632MILLIONS
Total Number of Accounts36ACCOUNTS
Average Account Value$961,999,570
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
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