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Gregory P. Barrett

CAPITAL CONNECT
VERO BEACH, FL 32963
CRD#: 4520146
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GB
Gregory Paul BarrettCAPITAL CONNECT

Professional summary

Gregory Paul Barrett, who also goes by Gregory Paul Barrett, Gregory Barrett, is a registered financial professional currently at CAPITAL CONNECT, LLC located in Vero Beach, Florida.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 2002. Gregory has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Gregory Paul Barrett | Gregory 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Gregory Paul Barrett's 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

June 16, 2026 - Present

CAPITAL CONNECT, LLC

Office #1: 191 Silver Moss Drive, Vero Beach, FL 32963
BD
CRD#: 329399
VERO BEACH, FL
Past

July 27, 2023 - October 24, 2024

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
NEW YORK, NY
Past

July 19, 2021 - April 7, 2023

MUZINICH CAPITAL LLC

BD
CRD#: 146017
NEW YORK, NY
Past

April 18, 2019 - June 4, 2021

WHITE OAK MERCHANT PARTNERS LLC

BD
CRD#: 140142
New York, NY
Past

January 18, 2018 - June 5, 2018

OCP CAPITAL, LLC

BD
CRD#: 143381
WELLINGTON, FL
Past

April 10, 2013 - February 2, 2016

NEUBERGER BERMAN BD LLC

RIA
CRD#: 2908
NEW YORK, NY
Past

April 19, 2012 - February 2, 2016

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908
NEW YORK, NY
Past

September 22, 2008 - March 19, 2012

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

July 18, 2007 - September 22, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

September 9, 2004 - June 7, 2007

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

February 18, 2003 - June 14, 2004

HEDGEWORLD MARKETS USA, INC.

BD
CRD#: 104292
WHITE PLAINS, NY
Past

October 8, 2002 - October 9, 2002

HEDGEWORLD MARKETS USA, INC.

BD
CRD#: 104292
WHITE PLAINS, NY

State Registrations and Notice Filings

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

RR
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

RR
New York
(6/16/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/9/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/7/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/5/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/14/2002
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CAPITAL CONNECT, LLC
CAPITAL CONNECT FL, LLC | CAPITAL CONNECT, LLC

CRD#: 329399 / SEC#: , 8-71196

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
191 Silver Moss Drive, Vero Beach, FL 32963
Mailing Address
191 Silver Moss Drive, Vero Beach, FL 32963
Phone number
(646) 265-2400
Established
Wyoming since 10/18/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (31 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
OLSEN, CHRISTOPHER NOLANCEO/CCO3269364
PORTWOOD, WILLIAM BOYCECFO/POO/PFO/FINOP4853700

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.

Company Information

CAPITAL CONNECT, LLC

CRD#: 329399Vero Beach, FL 32963

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