Unclaimed Profile

Andrew Thomas Barrett

FAMILY ASSET MANAGEMENT, LLC·CHARLESTON, South Carolina

Series 7, Series 24, Series 63, Series 65Clean record16 years registeredFAMILY ASSET MANAGEMENT, LLC

997 MORRISON DRIVE, SUITE 401, CHARLESTON, SC 29403CRD# 1885049Firm CRD# 129738

Profile Verification

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

Identity

Andrew Thomas Barrett · CHARLESTON, SC

Registration

CRD #1885049 · FAMILY ASSET MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.

Sep 2024 – present

FAMILY ASSET MANAGEMENT, LLC

Mar 2018 – Mar 2025

CHARLESTON, SC

FAMILY ASSET MANAGEMENT, LLC

Sep 2009 – Dec 2017

CHARLESTON, SC

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · September 29, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FAMILY ASSET MANAGEMENT, LLC

CRD 129738 · SEC 801-83169

AUM

$324M

Regulatory assets under management

Employees

467 client accounts

Services offered by FAMILY ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FAMILY ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Thomas Barrett offer?

Andrew Thomas Barrett specializes in Investment Management, Wealth Management. Contact their office in CHARLESTON, South Carolina for a consultation.

What are Andrew Thomas Barrett's credentials?

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

Where is Andrew Thomas Barrett located?

Andrew Thomas Barrett is based in CHARLESTON, South Carolina, working with FAMILY ASSET MANAGEMENT, LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.

How does Andrew Thomas Barrett charge for services?

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

How large is FAMILY ASSET MANAGEMENT, LLC?

FAMILY ASSET MANAGEMENT, LLC has approximately 6 employees and manages $324M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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