AdvisorOS Directory
Claim Profile
Unclaimed Profile
PB

Patrick Godefroy Barros

J. SAFRA ASSET MANAGEMENT CORPORATION·NEW YORK CITY, New York
SIE, Series 7, Series 66Clean recordJ. SAFRA ASSET MANAGEMENT CORPORATION
546 FIFTH AVENUE, NEW YORK CITY, NY 10036CRD# 4943151Firm CRD# 131243

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Godefroy Barros · NEW YORK CITY, NY
Registration
CRD #4943151 · J. SAFRA ASSET MANAGEMENT CORPORATION
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
J. SAFRA ASSET MANAGEMENT CORPORATION
CRD 131243 · SEC 801-63032
AUM
$3.7B
Regulatory assets under management
Employees
19
2,575 client accounts
Services offered by J. SAFRA ASSET MANAGEMENT CORPORATION
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at J. SAFRA ASSET MANAGEMENT CORPORATION →
Introduction

Speak with Patrick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patrick is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NEW YORK CITY?

Browse all registered financial advisors in NEW YORK CITY, New York or claim this profile if it's yours.

Browse NEW YORK CITY AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Patrick Godefroy Barros offer?
Patrick Godefroy Barros specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK CITY, New York for a consultation.
What are Patrick Godefroy Barros's credentials?
Patrick Godefroy Barros is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Godefroy Barros located?
Patrick Godefroy Barros is based in NEW YORK CITY, New York, working with J. SAFRA ASSET MANAGEMENT CORPORATION. Their office serves clients in the NEW YORK CITY metropolitan area and surrounding communities.
How does Patrick Godefroy Barros charge for services?
Patrick Godefroy Barros's firm is compensated through percentage of aum, subscription fees, other: % of assets under consultation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J. SAFRA ASSET MANAGEMENT CORPORATION?
J. SAFRA ASSET MANAGEMENT CORPORATION has approximately 19 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at J. SAFRA ASSET MANAGEMENT CORPORATION

Nancy Maisto
NEW YORK CITY, NY
Parin Harendra Tolia
NEW YORK CITY, NY
Mark Steven Grunwald
NEW YORK CITY, NY
Joseph Yacoub Family-Safra
NEW YORK CITY, NY
Rafaelo Colombo
NEW YORK CITY, NY
Carlos Cesar Bertaco Bonfim
NEW YORK CITY, NY

More Advisors in NEW YORK CITY, New York

Mark M Goldberg
CAREY CREDIT ADVISORS, LLC·NEW YORK CITY, NY
Som Dev Mohapatra
QUANTBASE, LLC·NEW YORK CITY, NY
John Vernon Palmer
CAREY CREDIT ADVISORS, LLC·NEW YORK CITY, NY
Paul Stephen Saintpierre
CAREY CREDIT ADVISORS, LLC·NEW YORK CITY, NY
Ross Blair Freedman
WARSHAW ASSET MANAGEMENT, LLC·NEW YORK CITY, NY
Thomas Jakob Stewart
QUANTBASE, LLC·NEW YORK CITY, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile