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John Stephen Barrett

CRESTFIN CAPITAL PARTNERS LLC·NEEDHAM, Massachusetts
Clean record8 years registeredCRESTFIN CAPITAL PARTNERS LLC
117 KENDRICK STREET, NEEDHAM, MA 02494CRD# 5776495Firm CRD# 322730

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Stephen Barrett · NEEDHAM, MA
Registration
CRD #5776495 · CRESTFIN CAPITAL PARTNERS LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

ARROWSIDE CAPITAL, LLC
Jul 2025 – present
SHOREPOINT CAPITAL PARTNERS LLC
Mar 2018 – Mar 2022
NORWOOD, MA
02

Registrations & Exams

Registration record
First registered · March 13, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

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Frequently Asked Questions

What services does John Stephen Barrett offer?
John Stephen Barrett is a registered financial advisor in NEEDHAM, Massachusetts. Contact their office for details on services offered.
What are John Stephen Barrett's credentials?
John Stephen Barrett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Stephen Barrett located?
John Stephen Barrett is based in NEEDHAM, Massachusetts, working with CRESTFIN CAPITAL PARTNERS LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.
How large is CRESTFIN CAPITAL PARTNERS LLC?
CRESTFIN CAPITAL PARTNERS LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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