BARNETT & PARTNERS ADVISORS, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
129373
Registered since
May 7, 2004

Firm profile

FINTRX

Overview

Barnett & Partners Advisors, LLC is an SEC-registered advisory entity organized as a limited liability company and first registered with the SEC in 2004. Public records characterize ownership as a mix of a domestic entity and one or more individuals and list the firm's regulatory classification as unclassified. Filings flag the adviser as a single-state registrant rather than a multi-state adviser, and identify it as neither a pension consultant nor a related adviser to another registered firm. The firm's public profile does not indicate a newly formed business or activity as a capital allocator.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • EDWARD HARRISON

    Registered RepresentativeCRD 1987965

  • CRAIG BARNETT

    Managing PrincipalCRD 2452621

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
767 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth