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Michael James Barrett

BRIGHT ANGEL ADVISORS LLC·ST. PAUL, Minnesota
Series 65Clean record8 years registeredBRIGHT ANGEL ADVISORS LLC
3900 NORTHWOODS DR., ST. PAUL, MN 55112CRD# 4486728Firm CRD# 311704

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael James Barrett · ST. PAUL, MN
Registration
CRD #4486728 · BRIGHT ANGEL ADVISORS LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

BRIGHT ANGEL ADVISORS LLC
Jan 2022 – present
HERITAGE CAPITAL ADVISORS, LLC
Oct 2017 – Mar 2021
ST PAUL, MN
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 10, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRIGHT ANGEL ADVISORS LLC
CRD 311704 · SEC 801-120036
AUM
$173M
Regulatory assets under management
Employees
4
98 client accounts
Services offered by BRIGHT ANGEL ADVISORS LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BRIGHT ANGEL ADVISORS LLC →
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05

Frequently Asked Questions

What services does Michael James Barrett offer?
Michael James Barrett specializes in Investment Management. Contact their office in ST. PAUL, Minnesota for a consultation.
What are Michael James Barrett's credentials?
Michael James Barrett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael James Barrett located?
Michael James Barrett is based in ST. PAUL, Minnesota, working with BRIGHT ANGEL ADVISORS LLC. Their office serves clients in the ST. PAUL metropolitan area and surrounding communities.
How does Michael James Barrett charge for services?
Michael James Barrett's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIGHT ANGEL ADVISORS LLC?
BRIGHT ANGEL ADVISORS LLC has approximately 4 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BRIGHT ANGEL ADVISORS LLC

Andrew Paul Sweere
ST. PAUL, MN

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