Best Investors Account Sign in
Inactive

Joshua Aharon Barrett

Barrett Wealth Management

Rochester, NY

Claim This Profile
Current Employers
Barrett Wealth Management

70 Linden Oaks 3Rd Floor, Rochester, NY 14625 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-12
  • NY RA
    APPROVED
    Since 2021-04-12

Branch Locations

70 Linden Oaks 3Rd Floor, Rochester, NY 14625 • 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
OrganizationCityStateFromTo
Barrett Capital Management, Inc. Rochester NY 02/2003 Present
  • 02/2003 → Present
    Barrett Capital Management, Inc.
    Rochester, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-07
S63 Uniform Securities Agent State Law Examination 2002-08-08
  • S66 Uniform Combined State Law Examination
    2002-11-07
  • S63 Uniform Securities Agent State Law Examination
    2002-08-08
Other Names
  • Joshua Martin Meleo
  • Joshua Martin Barrett
  • Joshua Martin Barrett-Meleo

View on SEC IAPD

Other Firms

MORGAN STANLEY
COMMONWEALTH FINANCIAL NETWORK
NOVEM GROUP
OSAIC WEALTH, INC.
EDELMAN FINANCIAL ENGINES
RISE ADVISORS, LLC
UBS FINANCIAL SERVICES INC.
MARINER

Other Investors

THERESA CLARE KENYON
JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS
NICHOLAS J TAGLIARINO
AMY P STRUTT
HEATHER LYNN LUCAS
CHAD ROBERT JACOB
JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

More in Rochester, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor