Barrett & Company

Barrett & Company (CRD# 1175) is a financial advisory firm headquartered in Providence, RI. They manage $100,413,301 in 363 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $276,621
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NH, RI, TX

Financial Advisors at Barrett & Company
Showing 1 - 3 of 3 top financial advisors.
1
Mark Rapoza
CRD#: 2270759
42 Weybosset St, Providence, RI 02903
93
Wealthminder
score

Mark Rapoza (CRD# 2270759) is an Investment Advisor Representative working at Barrett & Company in Providence, RI and has over 25 years of experience in the finance industry.

2
Peter A. Jacavone
CRD#: 1255267
42 Weybosset St, Providence, RI 02903
83
Wealthminder
score

Peter Jacavone (CRD# 1255267) is an Investment Advisor Representative working at Barrett & Company in Providence, RI and has over 34 years of experience in the finance industry.

3
Wilson G. Saville
CRD#: 1406756
42 Weybosset St, Providence, RI 02903
63
Wealthminder
score

Wilson Saville (CRD# 1406756) is an Investment Advisor Representative working at Barrett & Company in Providence, RI and has over 32 years of experience in the finance industry.

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