Peter S Barrett
Professional Summary
Peter S Barrett, who also goes by Peter Barrett, is a registered financial advisor currently at INVESTMENT ANALYTICS, LLC located in Cincinnati, Ohio. Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Peter has worked at 2 firms and has passed the Series 65, Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Peter Barrett
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Videos & Posts
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CAPITAL ADVISORY SERVICES, LLC
Contact Information
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CAPITAL ADVISORY SERVICES, LLC
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Disclosures on record.
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Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
INVESTMENT ANALYTICS | INVESTMENT ANALYTICS, LLC
Contact Information
Main Address
725 Delta Ave, Cincinnati, OH 45226Phone Number
(513) 960-6403# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
66AUM (Assets Under Management)
$21,929,903Similar Advisors
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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.
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State Registrations and Notice Filings
(9/14/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CAPITAL ADVISORY SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Peter S Barrett's CRS (Customer Relationship Summary).
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