John S. Barrett

ARROWSIDE CAPITAL

BOSTON, MA 02110

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CRD#: 5776495

Professional summary

John Stephen Barrett, who also goes by John S Barrett, is a registered financial advisor currently at ARROWSIDE CAPITAL, LLC located in Boston, Massachusetts.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John S 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) - RIA

Click below to view John Stephen 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

July 10, 2025 - Present

ARROWSIDE CAPITAL, LLC

Office #1: 100 Summer Street Suite 1600, Boston, MA 02110

RIA

CRD#: 318976

BOSTON, MA

Past

March 13, 2018 - March 5, 2022

SHOREPOINT CAPITAL PARTNERS LLC

RIA

CRD#: 152087

NORWOOD, MA

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

Massachusetts
(7/10/2025)

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

Current Firm

ARROWSIDE CAPITAL, LLC

CRD#: 318976 / SEC#:

Massachusetts

Registered Investment Advisory firm - (5/9/2025 Approved)

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Contact information

Main Address

100 Summer Street Suite 1600, Boston, MA 02110

Mailing Address

Phone number

(617) 962-2426

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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John S. Barrett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Stephen Barrett's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARROWSIDE CAPITAL, LLC

SHOREPOINT CAPITAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Current Firm

ARROWSIDE CAPITAL, LLC

Contact information

Documents

Red Flags

Company Information

ARROWSIDE CAPITAL, LLC

TRUST BUT VERIFY

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