Joshua A. Barrett

BARRETT WEALTH MANAGEMENT

Rochester, NY 14625

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CRD#: 4545892

Professional summary

Joshua Aharon Barrett, who also goes by Joshua Martin Barrett, Joshua Martin Barrett-meleo, Joshua Martin Meleo, is a registered financial advisor currently at BARRETT WEALTH MANAGEMENT located in Rochester, New York.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Joshua has worked at 4 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua Martin Barrett | Joshua Martin Barrett-Meleo | Joshua Martin Meleo

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 Joshua Aharon 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

April 12, 2021 - Present

BARRETT WEALTH MANAGEMENT

Office #1: 70 Linden Oaks 3rd Floor, Rochester, NY 14625

RIA

CRD#: 125550

Rochester, NY

Past

March 26, 2008 - December 10, 2010

BARRETT WEALTH MANAGEMENT

RIA

CRD#: 125550

ROCHESTER, NY

Past

February 19, 2003 - May 23, 2003

G. A. REPPLE & COMPANY

CRD#: 17486

CASSELBERRY, FL

Past

November 14, 2002 - February 14, 2003

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

ORLANDO, FL

Past

November 1, 2002 - February 14, 2003

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

August 5, 2002 - October 11, 2002

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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

New York
(4/12/2021)

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 66

Date: 11/7/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/8/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/3/2002

General Securities Representative Examination

Current Firm

BARRETT WEALTH MANAGEMENT

BARRETT CAPITAL MANAGEMENT, INC. | BARRETT WEALTH MANAGEMENT

CRD#: 125550 / SEC#:

District of Columbia

Registered Investment Advisory firm - (12/10/2010 Terminated)

New York

Registered Investment Advisory firm - (8/6/2003 Approved)

Virginia

Registered Investment Advisory firm - (12/10/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

70 Linden Oaks 3rd Floor, Rochester, NY 14625

Mailing Address

Phone number

(585) 383-5555

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	51
AUM (Assets Under Management)	$ 23,250,427

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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Joshua A. Barrett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BARRETT WEALTH MANAGEMENT

BARRETT WEALTH MANAGEMENT

G. A. REPPLE & COMPANY

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 11/7/2002

Series 63

Date: 8/8/2002

Series 7

Date: 8/3/2002

Current Firm

BARRETT WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BARRETT WEALTH MANAGEMENT

TRUST BUT VERIFY

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