Inactive

Ryan Douglas Greenlee

Barrett Capital Management,LLC

CRD 7601500

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Employer firm

Barrett Capital Management,LLC CRD 117272

$48.0M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

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

Current Employers

Barrett Capital Management,Llc

812 Moorefield Park Drive Suite 112, Richmond, VA 23236 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-09-08
VA	RA	APPROVED	2022-08-05

TX RA
APPROVED_RES

Since 2025-09-08
VA RA
APPROVED

Since 2022-08-05

Branch Locations

812 Moorefield Park Drive Suite 112, Richmond, VA 23236 • 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
Mckesson	Richmond	VA	07/2013	11/2016
Jones Lang Lasalle	Richmond	VA	12/2016	05/2022
Barrett Capital, Llc	Midlothian	VA	06/2022	Present
Barrett Capital Management, Llc	Midlothian	VA	06/2022	Present

07/2013 → 11/2016

Mckesson

Richmond, VA
12/2016 → 05/2022

Jones Lang Lasalle

Richmond, VA
06/2022 → Present

Barrett Capital, Llc

Midlothian, VA
06/2022 → Present

Barrett Capital Management, Llc

Midlothian, VA

Designations

Certified Financial Planner

View on SEC IAPD

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