Patrick J. Barrett

BARRETT CAPITAL PARTNERS

Weymouth, MA 02189

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CRD#: 3157009

Professional summary

Patrick Jude Barrett, CFP® is a registered financial advisor currently at BARRETT CAPITAL PARTNERS located in Weymouth, Massachusetts.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Patrick has worked at 9 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

PATRICK J. BARRETT CPA'S PC. 1109 WASHINGTON STREET, WEYMOUTH, MA 02189. NOT INVESTMENT RELATED. PRESIDENT/OWNER. ACCOUNTING. START DATE: 4/1987. 120 HOURS/MONTH. 3 TRADING HOURS per day. PATRICK J. BARRETT - COMMISSIONS FROM SHOREPOINT CAPITAL PARTNERS LLC (CRD# 152087). 1109 WASHINGTON STREET, WEYMOUTH, MA 02189. INVESTMENT RELATED. I HAVE A PREVIOUS FINANCIAL PLANNING RELATIONSHIP WITH THE FOUNDER OF THAT FIRM, AND CONTINUE TO RECEIVE COMPENSATION FOR CLIENTS PREVIOUSLY REFERRED TO HIM. START DATE: 04/2010. 8 HOURS/MONTH. 2 HOURS/TRADING HOURS PER WEEK. PATRICK J. BARRETT - LIFE INSURANCE SALES. NON INVESTMENT RELATED. START DATE: 2009. 5 HOURS/ MONTH, 0 TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

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Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

July 9, 2021 - Present

BARRETT CAPITAL PARTNERS

Office #1: 1109 Washington Street, Weymouth, MA 02189

RIA

CRD#: 314619

Weymouth, MA

Past

February 21, 2017 - August 9, 2021

TRUST ADVISORY GROUP LTD

RIA

CRD#: 106926

WEYMOUTH, MA

Past

February 17, 2017 - August 9, 2021

AGES FINANCIAL SERVICES, LTD.

CRD#: 15427

WEYMOUTH, MA

Past

June 12, 2012 - July 24, 2017

SOURCE CAPITAL GROUP, INC.

RIA

CRD#: 36719

WEYMOUTH, MA

Past

June 5, 2012 - April 24, 2017

SOURCE CAPITAL GROUP, INC.

CRD#: 36719

WEYMOUTH, MA

Past

February 26, 2010 - June 4, 2012

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

WEYMOUTH, MA

Past

January 5, 2006 - December 31, 2009

OSAIC SERVICES, INC.

RIA

CRD#: 133763

STOUGHTON, MA

Past

October 31, 2005 - January 7, 2010

OSAIC SERVICES, INC.

CRD#: 133763

STOUGHTON, MA

Past

December 14, 2001 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

September 1, 1999 - December 31, 2005

U.S. FINANCIAL ADVISORS

RIA

CRD#: 108763

WEYMOUTH, MA

Past

February 10, 1999 - December 12, 2001

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(7/9/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/4/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/2/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/31/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/9/1999

General Securities Representative Examination

Current Firm

BARRETT CAPITAL PARTNERS

BARRETT CAPITAL PARTNERS | BARRETT CAPITAL PARTNERS LLC

CRD#: 314619 / SEC#:

Massachusetts

Registered Investment Advisory firm - (7/9/2021 Approved)

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Contact information

Main Address

1109 Washington Street, Weymouth, MA 02189

Mailing Address

Phone number

(339) 499-6282

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	196
AUM (Assets Under Management)	$ 35,522,912

Red Flags

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

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Firm Stability Insights

Patrick J. Barrett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

TRUST ADVISORY GROUP LTD

AGES FINANCIAL SERVICES, LTD.

SOURCE CAPITAL GROUP, INC.

SOURCE CAPITAL GROUP, INC.

PURSHE KAPLAN STERLING INVESTMENTS

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

SUNAMERICA SECURITIES, INC.

U.S. FINANCIAL ADVISORS

TRANSAMERICA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/4/1999

Series 63

Date: 2/2/1999

Series 7TO

Date: 3/31/2024

SIE

Date: 10/1/2018

Series 7

Date: 2/9/1999

Current Firm

BARRETT CAPITAL PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BARRETT CAPITAL PARTNERS

TRUST BUT VERIFY

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