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 19 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|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|
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
Total Assets Under Management19,115MILLIONS
Total Number of Accounts49ACCOUNTS
Average Account Value$390,092,236
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
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