Whitney Barbarics, financial advisor Santa Monica CA

Whitney Barbarics

CRD Number: 4838497
Current Firm: Sierra Investment Management Inc.

Whitney Barbarics (CRD# 4838497) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Northern Lights Distributors, LLC Omaha, NE Feb 2013 - Current 8
Wright Fund Management, LLC Santa Monica, CA Jan 2013 - Current 8
Unemployed Manhattan Beach, CA Sep 2012 - Dec 2012 < 1
Barclays Capital Santa Monica, CA Dec 2011 - Sep 2012 < 1
Trust Company Of The West Los Angeles, CA May 2010 - Dec 2011 1
Tcw Fund Distributors Los Angeles, CA May 2010 - Dec 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2006
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Whitney M. Barbarics
Phone Number: 310-452-1887
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    517
    MILLIONS
  • Total Number of Accounts
    1,007
    ACCOUNTS
  • Average Account Value
    $513,069
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, LA, NV, PA, TX, WA

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