Unclaimed Profile

Edward Barnett

NEWBURY CAPITAL MANAGEMENT, LLC·SOUTH PASADENA, California

Clean recordNEWBURY CAPITAL MANAGEMENT, LLC

812 FREMONT AVE., SOUTH PASADENA, CA 91030CRD# 4228017Firm CRD# 148516

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Barnett · SOUTH PASADENA, CA

Registration

CRD #4228017 · NEWBURY CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Edward Barnett is a registered financial advisor based in SOUTH PASADENA, California, affiliated with NEWBURY CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

NEWBURY CAPITAL MANAGEMENT, LLC

AUM

$143M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NEWBURY CAPITAL MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4228017

Firm CRD# 148516

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Edward Barnett offer?

Edward Barnett specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SOUTH PASADENA, California for a consultation.

What are Edward Barnett's credentials?

Edward Barnett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Barnett located?

Edward Barnett is based in SOUTH PASADENA, California, working with NEWBURY CAPITAL MANAGEMENT, LLC. Their office serves clients in the SOUTH PASADENA metropolitan area and surrounding communities.

How does Edward Barnett charge for services?

Edward Barnett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEWBURY CAPITAL MANAGEMENT, LLC?

NEWBURY CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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