Bree Barletto, financial advisor Roslindale MA
73 score

Bree Barletto

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
Touchstone Advisors Inc. Cincinnati, OH Sep 2015 - Current 1
Ifs Financial Services Cincinnati, OH Sep 2015 - Current 1
Touchstone Securities Cincinnati, OH Sep 2015 - Current 1
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
Eaton Vance Distributors, Inc. Boston, MA Jan 2011 - Oct 2011 < 1
Eaton Vance Distributors, Inc. Boston, MA Nov 2009 - Dec 2010 1
Eaton Vance Distributors, Inc. Boston, MA Feb 2009 - Nov 2009 < 1
Eaton Vance Distributors, Inc. Boston, MA Apr 2008 - Feb 2009 < 1
Eaton Vance Distributors, Inc. Boston, MA Nov 2007 - Apr 2008 < 1
Eaton Vance Distributors, Inc. Boston, MA Jun 2006 - Oct 2007 1
Iron Mountain Boston, MA Sep 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S66 NASAA Uniform Combined State Law Examination Mar 2012
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Bree E. Barletto
Phone Number: 513-362-8000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    17,043
    MILLIONS
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $437,007,509
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OH

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BADGES
73

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