Unclaimed Profile

John M Barrett

RLP WEALTH ADVISORS, LLC·RIDGEWOOD, New Jersey

Clean recordRLP WEALTH ADVISORS, LLC

215 EAST RIDGEWOOD AVE, RIDGEWOOD, NJ 07450CRD# 2220687Firm CRD# 289841

Profile Verification

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

Identity

John M Barrett · RIDGEWOOD, NJ

Registration

CRD #2220687 · RLP WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John M Barrett is a registered financial advisor based in RIDGEWOOD, New Jersey, affiliated with RLP WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

RLP WEALTH ADVISORS, LLC

AUM

$476M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RLP WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 2220687

Firm CRD# 289841

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John M Barrett offer?

John M Barrett specializes in Financial Planning, Investment Management. Contact their office in RIDGEWOOD, New Jersey for a consultation.

What are John M Barrett's credentials?

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

Where is John M Barrett located?

John M Barrett is based in RIDGEWOOD, New Jersey, working with RLP WEALTH ADVISORS, LLC. Their office serves clients in the RIDGEWOOD metropolitan area and surrounding communities.

How does John M Barrett charge for services?

John M Barrett's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RLP WEALTH ADVISORS, LLC?

RLP WEALTH ADVISORS, LLC has approximately 8 employees and manages $476M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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