Brett A. Barth
Professional summary
Brett Ashley Barth, who also goes by Brett Ashley Longoria, is a registered financial advisor currently at CAPITAL CREEK PARTNERS located in Austin, Texas.
Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Brett has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brett Ashley Barth's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 10, 2020 - Present
CAPITAL CREEK PARTNERS
Office #1: 1608 W. 5th St. Suite 200, Austin, TX 78703March 16, 2015 - January 19, 2019
AVALON INVESTMENT & ADVISORY
June 13, 2013 - January 19, 2019
AVALON WEALTH MANAGEMENT LLC
Primary Firm SEC Registration
CAPITAL CREEK PARTNERS
CRD#: 301211 / SEC#: 801-115166
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/10/2020)
Exams
Current Firm
CAPITAL CREEK PARTNERS
CRD#: 301211 / SEC#: 801-115166
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 518 |
| AUM (Assets Under Management) | $ 1,242,852,154 |
Red Flags
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