CB

Christopher J. Barrett

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CRD#: 5491028
CB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christopher J Barrett CPA, who also goes by Christopher J Barrett, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 2008. Christopher had worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christopher J 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.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

December 13, 2013 - December 10, 2020

RIVERSIDE ADVISORS, INC

RIA
CRD#: 144328
WOBURN, MA
Past

March 3, 2008 - December 31, 2012

RIVERSIDE ADVISORS, INC

RIA
CRD#: 144328
MALDEN, MA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam

Current Firm


RA
RIVERSIDE ADVISORS, INC
RIVERSIDE ADVISORS, INC

CRD#: 144328 / SEC#:

Massachusetts
Registered Investment Advisory firm - (12/13/2013 Approved)
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Contact information


Main Address
Lexington, MA
Mailing Address
Phone number
(781) 321-6065
Established
Firm type
Fiscal year end
# of Employees
0

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RIVERSIDE ADVISORS, INC

CRD#: 144328

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