Unclaimed Profile

Charles Michael Barrett

KATAMA GP LLC·CONSHOHOCKEN, Pennsylvania

SIE, Series 7, Series 63, Series 65Clean record21 years registeredKATAMA GP LLC

161 WASHINGTON STREET, CONSHOHOCKEN, PA 19428CRD# 2490925Firm CRD# 165128

Profile Verification

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

Identity

Charles Michael Barrett · CONSHOHOCKEN, PA

Registration

CRD #2490925 · KATAMA GP LLC · 21 years registered

Brand Profile

Not yet started

Career History

COPELAND CAPITAL MANAGEMENT, LLC

Apr 2011 – present

M&T SECURITIES, INC.

Jun 2008 – Nov 2010

BALTIMORE, MD

MFC GLOBAL INVESTMENT MANAGEMENT (U.S.), LLC

Aug 2005 – Apr 2008

BOSTON, MA

JOHN HANCOCK ADVISERS, LLC

Feb 2005 – Apr 2008

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · February 18, 2005

Years registered · 21

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 Charles Michael Barrett offer?

Charles Michael Barrett is a registered financial advisor in CONSHOHOCKEN, Pennsylvania. Contact their office for details on services offered.

What are Charles Michael Barrett's credentials?

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

Where is Charles Michael Barrett located?

Charles Michael Barrett is based in CONSHOHOCKEN, Pennsylvania, working with KATAMA GP LLC. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.

How large is KATAMA GP LLC?

KATAMA GP LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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Nearby cities in Pennsylvania

PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)WYOMISSING (48)HARRISBURG (47)

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Research

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