Barrett & Company
Barrett & Company is a full service investment firm. We are a member of FINRA*, MSRB**, and SIPC***. The firm was founded in Rhode Island in 1928 and continues today to be managed by the same founding family. Barrett & Company proudly remains one of the oldest independent investment firms in New England.
Our clients enjoy an unparalleled client experience with outstanding personal services and timely professional advice. Our Commitment begins with the individual investor in offering the highest level of secure communication and account access, as well as flexible business relationships and products that work best for our clients. Barrett & Company offers a full spectrum of financial products and advice as well as Wealth Management Solutions. Barrett & Company has formed a strategic partnership with Fidelity Investments to provide clearing, custody or other brokerage services through National Financial Services, LLC (NFS) . Securities in accounts introduced to NFS by Barrett & Company are protected by the Securities Investor Protection Corporation** (SIPC) up to $500,000 (including cash claims limited to 250,000). NFS has arranged for additional unlimited insurance protection for cash and securities to supplement SIPC coverage. Neither coverage protects against a decline in the market value of securities.
Barrett & Company is registered as a Broker/Dealer in the following US States: AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MT, NC, NH, NJ, NY, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
Barrett & Company is a SEC registered Investment Advisor.
For Further Information, or to speak with a representative, please call (401) 351-1000 or email [email protected]
*For more information on FINRA please visit www.finra.org.
**For more information on MSRB please visit http://www.msrb.org/
***For more information on SIPC please visit www.sipc.org or call (202) 371-8300.