AB
Alex Barrese
IAR
RR
alex matthew barreseOVERVIEW
Alex Barrese, who also goes by Alex Matthew Barrese, is a registered financial advisor at CADARET, GRANT & CO., INC. located in New Paltz, New York.
Alex is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Alex has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.
Disclosures
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Advisor Information
Firm Information
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AB
Alex Barrese
IAR
RR
Experience: 4 years / 1 firms
CRD#: 7005311
LOCATION
The lack of due diligence on a financial advisor costs Americans billions each year. While most of our public information could help you choose the right advisor, taking a deeper dive into disclosures is going to shed a deeper light on whether or not you feel comfortable moving forward with a particular financial advisor.
Disclosures range from criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments. Access disclosures with a free AdvisorCheck membership.
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