Barbara B. Maietta
Professional summary
Barbara Becker Maietta, who also goes by Barbara J Becker, is a registered financial advisor currently at TWELVE POINTS WEALTH MANAGEMENT located in Concord, Massachusetts.
Barbara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Barbara has worked at 2 firms and has passed the Series 65, SIE, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Barbara Becker Maietta's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 23, 2022 - Present
TWELVE POINTS WEALTH MANAGEMENT
Office #1: 9 Pond Lane Suite 3a, Concord, MA 01742June 2, 2015 - June 8, 2016
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
TWELVE POINTS WEALTH MANAGEMENT
CRD#: 171107 / SEC#: 801-108967
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/29/2024)
Exams
Current Firm
TWELVE POINTS WEALTH MANAGEMENT
CRD#: 171107 / SEC#: 801-108967
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,586 |
| AUM (Assets Under Management) | $ 1,701,535,494 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/25/2025 | ||
| 09/25/2024 |
Red Flags
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Company Information
TWELVE POINTS WEALTH MANAGEMENT
CRD#: 171107Concord, MA 01742TRUST BUT VERIFY
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