Unclaimed Profile

David Randall Barrett

BARRETT CAPITAL MANAGEMENT,LLC·MIDLOTHIAN, Virginia

Series 65Clean record24 years registeredBARRETT CAPITAL MANAGEMENT,LLC

2318 ROBIOUS STATION CIRCLE, MIDLOTHIAN, VA 23113CRD# 4473235Firm CRD# 117272

Profile Verification

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

Identity

David Randall Barrett · MIDLOTHIAN, VA

Registration

CRD #4473235 · BARRETT CAPITAL MANAGEMENT,LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BARRETT CAPITAL MANAGEMENT,LLC

BARRETT CAPITAL MANAGEMENT,LLC

Aug 2001 – Jul 2023

MIDLOTHIAN, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 21, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BARRETT CAPITAL MANAGEMENT,LLC

CRD 117272 · SEC 801-63027

AUM

$79M

Regulatory assets under management

Employees

303 client accounts

Services offered by BARRETT CAPITAL MANAGEMENT,LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BARRETT CAPITAL MANAGEMENT,LLC →

Introduction

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Frequently Asked Questions

What services does David Randall Barrett offer?

David Randall Barrett specializes in Investment Management, Retirement Planning, Fee-Only Advisory.

What are David Randall Barrett's credentials?

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

Where is David Randall Barrett located?

David Randall Barrett is based in MIDLOTHIAN, Virginia, last registered with BARRETT CAPITAL MANAGEMENT,LLC.

How does David Randall Barrett charge for services?

David Randall Barrett'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 CAPITAL MANAGEMENT,LLC?

BARRETT CAPITAL MANAGEMENT,LLC has approximately 6 employees and manages $79M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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