STEPHEN JOSEPH BARRETT is an investment adviser representative (IAR) with state registration records since 1999, appearing at 3 firms. Currently registered with WAVERLY ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WAVERLY ADVISORS, LLC | 2024-01-11 | present | Yes |
| STRATEGIQ FINANCIAL GROUP, LLC | 2007-09-28 | 2024-03-29 | — |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 1999-01-20 | 2007-10-22 | — |