Unclaimed Profile

Thomas Andrew Barrett

BIECHELE ROYCE ADVISORS, INC.·FISHERS, Indiana

Series 7, Series 66Clean record23 years registeredBIECHELE ROYCE ADVISORS, INC.

11634 MAPLE STREET, SUITE 300, FISHERS, IN 46038CRD# 4629336Firm CRD# 120742

Profile Verification

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

Identity

Thomas Andrew Barrett · FISHERS, IN

Registration

CRD #4629336 · BIECHELE ROYCE ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

CORIENT

Jun 2026 – present

VIVALDI CAPITAL MANAGEMENT LP

Nov 2024 – Jun 2026

FISHERS, IN

BIECHELE ROYCE ADVISORS, INC.

Jul 2007 – Feb 2025

FISHERS, IN

A. G. EDWARDS & SONS, INC.

Apr 2003 – Jul 2007

GREENWOOD, IN

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · April 21, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BIECHELE ROYCE ADVISORS, INC.

CRD 120742 · SEC 801-61284

AUM

$660M

Regulatory assets under management

Employees

679 client accounts

Services offered by BIECHELE ROYCE ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BIECHELE ROYCE ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Thomas Andrew Barrett offer?

Thomas Andrew Barrett specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in FISHERS, Indiana for a consultation.

What are Thomas Andrew Barrett's credentials?

Thomas Andrew Barrett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Andrew Barrett located?

Thomas Andrew Barrett is based in FISHERS, Indiana, working with BIECHELE ROYCE ADVISORS, INC.. Their office serves clients in the FISHERS metropolitan area and surrounding communities.

How does Thomas Andrew Barrett charge for services?

Thomas Andrew Barrett'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 BIECHELE ROYCE ADVISORS, INC.?

BIECHELE ROYCE ADVISORS, INC. has approximately 8 employees and manages $660M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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