firm profile
Barrett & Company
Overview
Barrett & Company is a Broker Dealer and registered investment adviser based in Providence, RI, registered since 1992. It reports $53M in assets under management across 1,091 accounts, with 7 employees. Its 9 registered representatives work across 1 branch offices in 1 state.
- Reported AUM
- $53M
- Discretionary
- 89%
- Accounts
- 1,091
- Average account
- $486K
- Employees
- 7
- Registered reps
- 9
- Branch offices
- 1
- Registered since
- 1992
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
- Products and services
Executive officers 1 of 1
- Wilson Gordon Saville II President, Secretary, Chief Compliance Officer CRD 1406756
Registered reps 3 of 9
- Beverly Ann Bowen Registered Rep CRD 2506448
- Kristin M Cambio Registered Rep CRD 5737468
- Nicholas J Cardello Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7490897
6 more registered reps, with emails, phones and branch locations
Location
- Headquarters
- 42 Weybosset St
Providence, RI 02903 - County
- Providence
- Metro area
- Providence-Warwick, RI-MA
- Region
- Northeast
- Branch offices
- 1 in 1 state
Registrations
- SEC registered, corporation formed in Rhode Island
- Registered in 19 jurisdictions
- Website: barrettandcompany.com
Every state, with registration dates
Similar firms near Providence
- Brown, Lisle/Cummings, Inc.Providence, RI13 reps
- Fidelity Brokerage Services LLCSmithfield, RI31,040 reps
- Citizens Securities, Inc.Johnston, RI1,010 reps
- Fidelity Distributors Company LLCSmithfield, RI577 reps
- Gramercy Securities, Inc.Charlestown, RI5 reps
request a demo
See what we have on Barrett & Company
We'll walk you through the full profile and how to find more firms like this one.