Unclaimed Profile

Wilson Gordon Ii Saville

BARRETT & COMPANY, INC.·PROVIDENCE, Rhode Island

SIE, Series 7, Series 14, Series 24, Series 27, Series 55, Series 57TO, Series 63, Series 65, Series 99TO9 years registeredBARRETT & COMPANY, INC.

42 WEYBOSSET STREET, PROVIDENCE, RI 02903-2855CRD# 1406756Firm CRD# 1175

Profile Verification

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

Identity

Wilson Gordon Ii Saville · PROVIDENCE, RI

Registration

CRD #1406756 · BARRETT & COMPANY, INC. · 9 years registered

Brand Profile

Not yet started

Career History

BARRETT & COMPANY

Apr 2017 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 27

Series 55

Series 57TO

Series 63

Series 65

Series 99TO

Registration record

First registered · April 6, 2017

Years registered · 9

Disclosure History

2021Customer Dispute·Award / Judgment

2014Customer Dispute·Award / Judgment

1998Regulatory·Final

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

BARRETT & COMPANY, INC.

CRD 1175 · SEC 801-110786

AUM

$370M

Regulatory assets under management

Employees

995 client accounts

Services offered by BARRETT & COMPANY, 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 BARRETT & COMPANY, INC. →

Introduction

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Frequently Asked Questions

What services does Wilson Gordon Ii Saville offer?

Wilson Gordon Ii Saville specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PROVIDENCE, Rhode Island for a consultation.

What are Wilson Gordon Ii Saville's credentials?

Wilson Gordon Ii Saville is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wilson Gordon Ii Saville located?

Wilson Gordon Ii Saville is based in PROVIDENCE, Rhode Island, working with BARRETT & COMPANY, INC.. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.

How does Wilson Gordon Ii Saville charge for services?

Wilson Gordon Ii Saville's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BARRETT & COMPANY, INC.?

BARRETT & COMPANY, INC. has approximately 10 employees and manages $370M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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