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 19 years of experience in the finance industry.

Similar Advisors
Christopher Grande, financial advisor Roslindale MA
Christopher Grande
CRD# 2616253
Walnut Hill Advisors, LLC
Similar Advisors
Peter Canniff, financial advisor Roslindale MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Patrick Cote, financial advisor Roslindale MA
Patrick R. Cote
CRD# 5189191
Assetgrade, LLC
Company Name Location Dates Years
Touchstone Advisors Inc. Cincinnati, OH Sep 2015 - Current 2
Ifs Financial Services Cincinnati, OH Sep 2015 - Current 2
Touchstone Securities Cincinnati, OH Sep 2015 - Current 2
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
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
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.