Andrew Thomas Barrett

Current Employers

Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2024-09-16

SC RA
APPROVED

Since 2024-09-16

Branch Locations

997 Morrison Drive, Suite 401, Charleston, SC 29401 • United States

3500 Embassy Parkway, Akron, OH 44333 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
White Point Management, Llc	North Charleston	SC	08/1998	Present
Family Asset Management, Llc	Charleston	SC	09/2009	Present
Sequoia Financial Group, Llc	Akron	OH	09/2024	Present

08/1998 → Present

White Point Management, Llc

North Charleston, SC
09/2009 → Present

Family Asset Management, Llc

Charleston, SC
09/2024 → Present

Sequoia Financial Group, Llc

Akron, OH

Previous Registrations

2018-03-06 → 2025-03-25

Family Asset Management, Llc

Charleston, SC
2009-09-29 → 2017-12-31

Family Asset Management, Llc

Charleston, SC

Other Businesses

YES, PRESIDENT OF WHITE POINT MANAGEMENT, LLC, A CONSULTING FIRM. LOCATED AT 293 EAST BAY STREET, CHARLESTON, SC 29401. APPROXIMATELY 5 HOURS PER MONTH FOR THIS POSITION AND ONLY MINIMAL AMOUNT DURING SECURITIES TRADING HOURS. THIS IS A SUPERVISORY ROLE ONLY. WEALTH ADVISOR AT SEQUOIA FINANCIAL GROUP, LLC - INVESTMENT RELATED

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-09-22
S63	Uniform Securities Agent State Law Examination	1997-11-05

S65 Uniform Investment Adviser Law Examination

2009-09-22
S63 Uniform Securities Agent State Law Examination

1997-11-05

View on SEC IAPD