Edwin BarrettoCRD Number: 1708772
Current Firm: Delta Investment Management, LLC
Edwin Barretto (CRD# 1708772) is an Investment Advisor Representative working at Delta Investment Management, LLC in San Francisco, CA and has over 33 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
|Delta Investment Management, LLC||San Francisco, CA||Mar 2019 - Current||4|
|Stifel Nicolaus & Co Inc.||San Francisco, CA||Nov 2016 - Feb 2019||2|
|Btig, LLC||San Francisco, CA||Feb 2007 - Nov 2016||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1989|
Total Assets Under Management532MILLIONS
Total Number of Accounts1,978ACCOUNTS
Average Account Value$268,818
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, FL, HI, ID, IL, LA, MD, NC, NE, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA
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