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Alyssa Barrett

Moelis & Co. LLC

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About Alyssa Barrett

Alyssa Barrett is a Registered Representative with Moelis & Co. LLC. Alyssa holds the Series 63, Series 79TO, and SIE licenses. Alyssa has over 2 years of experience in the financial industry and has previously been registered with Citigroup Global Markets Inc. and Credit Suisse Securities (USA) LLC.

Firm Information

Alyssa Barrett is currently registered with Moelis & Co. LLC. Moelis & Co. LLC is a Limited Liability Company that was formed on June 12, 2007. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Alyssa Barrett’s Registration & Firm History

TX

08/19/2024 - Present

Moelis & Co. LLC (HOUSTON TX)

TX

12/16/2021 - 08/20/2024

CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)

TX

08/05/2021 - 11/05/2021

CREDIT SUISSE SECURITIES (USA) LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 01/04/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/25/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alyssa Barrett.
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