John Barrett
Professional Summary
John Barrett, who also goes by John Sullivan Barrett, was a registered financial advisor. John was a previously registered financial professional and started their career in finance 2017 - 2023. John had worked at 2 firms and has passed the Series 63, SIE and Series 82 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
John Sullivan Barrett
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
OSBORNE, ERIN LEIGH | WINLO MANAGEMENT GROUP, LLC | WINLO MANAGEMENT GROUP | STONECREST GLOBAL CAPITAL, LLC | STONECREST GLOBAL CAPITAL
Contact Information
Main Address
300 W 6th Street Suite 1550, Austin, TX 78701Mailing Address
300 W 6th Street Suite 1550, Austin, TX 78701Phone Number
(800) 688-3824Established
Puerto Rico since 01/15/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (11 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82 — Limited Representative-Private Securities Offerings
Passed Nov 2017About the Series 82 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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