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Barry Howard Brett

FOCUSED WEALTH MANAGEMENT, INC.·NEWBURGH, New York
SIE, Series 6, Series 63, Series 65FOCUSED WEALTH MANAGEMENT, INC.
11 BALMVILLE RD., NEWBURGH, NY 12550-1911CRD# 2482829Firm CRD# 154828

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Barry Howard Brett · NEWBURGH, NY
Registration
CRD #2482829 · FOCUSED WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
FOCUSED WEALTH MANAGEMENT, INC.
CRD 154828 · SEC 801-71860
AUM
$1.2B
Regulatory assets under management
Employees
18
1,980 client accounts
Services offered by FOCUSED WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FOCUSED WEALTH MANAGEMENT, INC. →
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04

Frequently Asked Questions

What services does Barry Howard Brett offer?
Barry Howard Brett specializes in Financial Planning, Investment Management. Contact their office in NEWBURGH, New York for a consultation.
What are Barry Howard Brett's credentials?
Barry Howard Brett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barry Howard Brett located?
Barry Howard Brett is based in NEWBURGH, New York, working with FOCUSED WEALTH MANAGEMENT, INC.. Their office serves clients in the NEWBURGH metropolitan area and surrounding communities.
How does Barry Howard Brett charge for services?
Barry Howard Brett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOCUSED WEALTH MANAGEMENT, INC.?
FOCUSED WEALTH MANAGEMENT, INC. has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FOCUSED WEALTH MANAGEMENT, INC.

Philip Joseph Deangelo
NEWBURGH, NY
Jacob Michael Brett
NEWBURGH, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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