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Brett Kelley Barrett

Morgan Stanley

Palm Beach, FL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-07-07
TX RA APPROVED_RES 2022-07-07
  • FL RA
    APPROVED
    Since 2022-07-07
  • TX RA
    APPROVED_RES
    Since 2022-07-07

Branch Locations

450 Royal Palm Way 5Th Floor, Palm Beach, FL 33480 • 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
Morgan Stanley Boston MA 03/2018 10/2019
State Street Boston MA 05/2017 10/2017
Boston Private Wealth Boston MA 10/2017 03/2018
Fairfield University Fairfield CT 09/2013 05/2017
Columbia Management Investment Distributors, Inc. Boston MA 10/2019 06/2022
Morgan Stanley Palm Beach FL 06/2022 Present
  • 03/2018 → 10/2019
    Morgan Stanley
    Boston, MA
  • 05/2017 → 10/2017
    State Street
    Boston, MA
  • 10/2017 → 03/2018
    Boston Private Wealth
    Boston, MA
  • 09/2013 → 05/2017
    Fairfield University
    Fairfield, CT
  • 10/2019 → 06/2022
    Columbia Management Investment Distributors, Inc.
    Boston, MA
  • 06/2022 → Present
    Morgan Stanley
    Palm Beach, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-28
S63 Uniform Securities Agent State Law Examination 2019-12-12
  • S65 Uniform Investment Adviser Law Examination
    2020-01-28
  • S63 Uniform Securities Agent State Law Examination
    2019-12-12
Other Names
  • Brett Kelley Barrett
  • Brett Barrett

View on SEC IAPD

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ANITA PATEL
Cameron McDonough
Philip M. Reagan
Kevin P Bryan
Kyle Scott Berardi
CHRISTOPHER ROBERT PRINDLE
MAURICIO MOREIRA

Other Offices

HARLAN CAPITAL PARTNERS LLC · PALM BEACH, FL
SNOWPOINT VENTURES MANAGEMENT, LLC · PALM BEACH, FL
BLUEGRASS CAPITAL PARTNERS LP · PALM BEACH, FL
MORGAN STANLEY · Palm Beach, FL
NORTHERN TRUST SECURITIES, INC. · PALM BEACH, FL
HARVEY CAPITAL MANAGEMENT INC · PALM BEACH, FL
MISTRAL EQUITY PARTNERS · PALM BEACH, FL
KLOCKE CAPITAL GROUP, LLC · PALM BEACH, FL

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