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Joshua Aharon Barrett

Barrett Wealth Management

Rochester, NY

CRD 4545892

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Employer firm

Barrett Wealth Management CRD 125550

$21.8M regulatory AUM 81 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

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

Nearby Firms

MORGAN STANLEY
COMMONWEALTH FINANCIAL NETWORK
NOVEM GROUP

Nearby Investors

THERESA CLARE KENYON
JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS

Nearby Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY

More in Rochester, NY

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