Barrett & Company

Barrett & Company (CRD# 1175) is a financial advisory firm headquartered in Providence, RI. They manage $370,060,815 in 995 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
42 Weybosset Street, Providence, RI 02903
https://www.facebook.com/barrettandcompany/
By the Numbers
  • Total Assets Under Management
    370
    MILLION
  • Total Number of Accounts
    995
    ACCOUNTS
  • Average Account Value
    $371,920
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, GA, MA, ME, NH, NY, RI, TN, TX, VT, WA

Financial Advisors at Barrett & Company
Showing 1 - 5 of 5 top financial advisors.
1
Peter Jacavone, financial advisor Providence RI
Peter A. Jacavone
CRD#: 1255267
42 Weybosset St, Providence, RI 02903

Peter Jacavone (CRD# 1255267) is an Investment Advisor Representative working at Barrett & Company in Providence, RI and has over 40 years of experience in the finance industry.

2
Mark Rapoza, financial advisor Providence RI
Mark Rapoza
CRD#: 2270759
42 Weybosset St, Providence, RI 02903

Mark Rapoza (CRD# 2270759) is an Investment Advisor Representative working at Barrett & Company in Providence, RI and has over 31 years of experience in the finance industry.

3
Wilson Saville, financial advisor Providence RI
Wilson G. Saville
CRD#: 1406756
42 Weybosset St, Providence, RI 02903

Wilson Saville (CRD# 1406756) is an Investment Advisor Representative working at Barrett & Company in Providence, RI and has over 38 years of experience in the finance industry.

4
Nicholas Cardello, financial advisor Providence RI
Nicholas J. Cardello
CRD#: 7490897
42 Weybosset St, Providence, RI 02903

Nicholas Cardello (CRD# 7490897) is an Investment Advisor Representative working at Barrett & Company in Providence, RI and has 1 year of experience in the finance industry.

5
Suzanne Conley, financial advisor Providence RI
Suzanne L. Conley
CRD#: 5757970
42 Weybosset St, Providence, RI 02903

Suzanne Conley (CRD# 5757970) is an Investment Advisor Representative working at Barrett & Company in Providence, RI and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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