Joseph Barreiro, financial advisor Monroe NY

Joseph Barreiro

CRD Number: 2438140
Current Firm: Wealth Creation Management Group LLC

Joseph Barreiro (CRD# 2438140) is an Investment Advisor Representative working at Wealth Creation Management Group LLC in Monroe, NY and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Creation Management Group LLC Monroe, NY Jan 2019 - Current 5
Joseph Barreiro, Sole Proprietor Monroe, NY Feb 1994 - Current 30
United Planners' Financial Services Of America A Limited Partner Monroe, NY Oct 2017 - Jul 2020 2
Invest Financial Corp Tampa, FL Apr 2007 - Oct 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S65 NASAA Investment Advisors Law Examination Sep 1999
S66 NASAA Uniform Combined State Law Examination Oct 2007
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joseph C. Barreiro
Phone Number: 845-774-1144
Firm Website: http://www.wealthcmg.com
Registered State(s):
  • NJ
Current Firm Details
Wealth Creation Management Group LLC
Firm's CRD Number: 300539
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    262
    ACCOUNTS
  • Average Account Value
    $299,612
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

FL, NC, NJ, NY

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