Michael J. Barrett

BRIGHT ANGEL ADVISORS LLC

St. Paul, MN 55112

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CRD#: 4486728

Professional summary

Michael James Barrett is a registered financial advisor currently at BRIGHT ANGEL ADVISORS LLC located in St. Paul, Minnesota.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 2 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael James 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

January 18, 2022 - Present

BRIGHT ANGEL ADVISORS LLC

Office #1: 3900 Northwoods Dr. Suite 350, St. Paul, MN 55112

RIA

CRD#: 311704

St. Paul, MN

Past

October 10, 2017 - March 9, 2021

HERITAGE CAPITAL ADVISORS, LLC

RIA

CRD#: 115308

ST PAUL, MN

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".

BRIGHT ANGEL ADVISORS LLC

CRD#: 311704 / SEC#: 801-120036

RIA

Registered Investment Advisory firm - (12/24/2020 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.

Highlighted states indicate IAR registrations

IAR

Minnesota
(1/18/2022)

IAR

Texas
(4/2/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/24/2017

Uniform Investment Adviser Law Examination

Current Firm

BRIGHT ANGEL ADVISORS LLC

CRD#: 311704 / SEC#: 801-120036

RIA

Registered Investment Advisory firm - (12/24/2020 Approved)

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Contact information

Main Address

3900 Northwoods Dr. Suite 350, St. Paul, MN 55112

Mailing Address

Phone number

(612) 372-0090

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- BRIGHT ANGEL ADVISORS LLC (1/10/2025)

Regulatory assets under management

Total Number of Accounts	103
AUM (Assets Under Management)	$ 200,219,277

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/23/2024	Cover Page	Report
10/11/2023	Cover Page	Report
12/08/2022	Cover Page	Report

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.

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Michael J. Barrett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BRIGHT ANGEL ADVISORS LLC

HERITAGE CAPITAL ADVISORS, LLC

Primary Firm SEC Registration

BRIGHT ANGEL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/24/2017

Current Firm

BRIGHT ANGEL ADVISORS LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BRIGHT ANGEL ADVISORS LLC

TRUST BUT VERIFY

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