Christopher Barrett

MAYFLOWER ADVISORS

BOSTON, MA 02110

Some features on this profile are disabled

CRD#: 1589965

Professional summary

Christopher Barrett, who also goes by Chris Benjamin Barrett, Christopher Benjamin Barrett, is a registered financial advisor currently at MAYFLOWER ADVISORS located in Boston, Massachusetts and PRIVATE CLIENT SERVICES, LLC located in Boston, Massachusetts.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Christopher has worked at 15 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Benjamin Barrett | Christopher Benjamin Barrett

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mayflower Advisors. 265 Franklin Street, Ste 401, Boston MA 02110. RIA. 160 hrs/mo; 8 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Barrett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 25, 2025 - Present

MAYFLOWER ADVISORS

Office #1: 265 Franklin Street Suite 401, Boston, MA 02110

RIA

CRD#: 307857

BOSTON, MA

Current

August 20, 2025 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 265 Franklin St Suite 401, Boston, MA 02110

RIA

CRD#: 120222

BOSTON, MA

Past

June 21, 2019 - August 19, 2025

WORLD INVESTMENT ADVISORS, LLC

RIA

CRD#: 208512

Foxboro, MA

Past

June 19, 2019 - August 19, 2025

PENSIONMARK SECURITIES, LLC

CRD#: 283952

Warwick, RI

Past

July 5, 2017 - February 8, 2019

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

CRD#: 30107

Boston, MA

Past

September 26, 2016 - June 20, 2017

ALPS DISTRIBUTORS, INC.

CRD#: 16853

DENVER, CO

Past

February 29, 2016 - July 10, 2017

STADION MONEY MANAGEMENT, LLC

RIA

CRD#: 112608

medfield, MA

Past

June 30, 2005 - October 20, 2014

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

NEEDHAM, MA

Past

June 23, 2003 - May 25, 2005

UST SECURITIES CORP.

CRD#: 13906

STAMFORD, CT

Past

October 9, 2001 - January 14, 2003

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

January 17, 2001 - September 24, 2001

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

January 17, 2001 - September 24, 2001

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

July 9, 1997 - December 13, 2000

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

May 25, 1993 - July 16, 1997

MFS FUND DISTRIBUTORS, INC.

CRD#: 31052

BOSTON, MA

Past

January 1, 1988 - March 31, 1994

MFS FINANCIAL SERVICES, INC.

CRD#: 18309

BOSTON, MA

Past

December 3, 1986 - March 18, 1987

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MAYFLOWER ADVISORS

MAYFLOWER ADVISORS | MAYFLOWER FINANCIAL ADVISORS, LLC

CRD#: 307857 / SEC#: 801-118381

RIA

Registered Investment Advisory firm - (4/3/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Massachusetts
(8/20/2025)

IAR

Massachusetts
(8/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/27/2019

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/8/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/11/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/31/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/20/1986

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/10/2001

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MAYFLOWER ADVISORS

MAYFLOWER ADVISORS | MAYFLOWER FINANCIAL ADVISORS, LLC

CRD#: 307857 / SEC#: 801-118381

RIA

Registered Investment Advisory firm - (4/3/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

265 Franklin Street Suite 401, Boston, MA 02110

Mailing Address

Phone number

(617) 259-1767

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR MAYFLOWER FINANCIAL ADVISORS, LLC (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2,482
AUM (Assets Under Management)	$ 4,779,428,058

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Christopher Barrett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Barrett's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

WORLD INVESTMENT ADVISORS, LLC

PENSIONMARK SECURITIES, LLC

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

ALPS DISTRIBUTORS, INC.

STADION MONEY MANAGEMENT, LLC

TRANSAMERICA INVESTORS SECURITIES, LLC

UST SECURITIES CORP.

UBS FINANCIAL SERVICES INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

UBS FINANCIAL SERVICES INC.

MFS FUND DISTRIBUTORS, INC.

MFS FINANCIAL SERVICES, INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MAYFLOWER ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/27/2019

Series 65

Date: 12/8/2015

Series 63

Date: 12/11/1986

SIE

Date: 10/1/2018

Series 7

Date: 7/31/1997

Series 6

Date: 11/20/1986

Series 24

Date: 8/10/2001

FINRA

Current Firm

MAYFLOWER ADVISORS

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAYFLOWER ADVISORS

TRUST BUT VERIFY

Similar Advisors