Edward BarnettCRD Number: 4228017
Current Firm: Newbury Capital Management, LLC
Edward Barnett (CRD# 4228017) is an Investment Advisor Representative working at Newbury Capital Management, LLC in South Pasadena, CA and has over 18 years of experience in the finance industry.
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
|Newbury Capital Management, LLC||Pasadena, CA||Jul 2009 - Current||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2004|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management156MILLIONS
Total Number of Accounts376ACCOUNTS
Average Account Value$416,161
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, TX, WA
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