Mauree L. Barrett
Professional summary
Mauree Lynette Barrett, CFA, who also goes by Mauree L Barrett, Mauree Lynette Barrett, is a registered financial advisor currently at CARY STREET PARTNERS located in Charlottsville, Virginia.
Mauree is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Mauree has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mauree Lynette Barrett's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 15, 2022 - Present
CARY STREET PARTNERS
Office #1: 200 Garrett Street Suite L, Charlottsville, VA 22902October 6, 2021 - September 15, 2022
DIXON, HUBARD, FEINOUR & BROWN, INC.
November 19, 2001 - October 6, 2021
OLD DOMINION CAPITAL MANAGEMENT INC.
Primary Firm SEC Registration
CARY STREET PARTNERS
CRD#: 128545 / SEC#: 801-64239
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/4/2023)
(12/4/2023)
(9/15/2022)
Current Firm
CARY STREET PARTNERS
CRD#: 128545 / SEC#: 801-64239
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,853 |
| AUM (Assets Under Management) | $ 8,263,891,736 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/22/2024 | ||
| 07/25/2023 | ||
| 01/27/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CARY STREET PARTNERS
CRD#: 128545Charlottsville, VA 22902TRUST BUT VERIFY
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