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Cort Barrett

White Aspen Capital LLC

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About Cort Barrett

Cort Barrett is a financial advisor registered in California, Nevada and Texas. Cort Barrett currently works with White Aspen Capital LLC in Henderson, Nevada. Cort Barrett has been in the industry for over 7 years and has previously worked with Oppenheimer & Co. Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley. Cort Barrett holds a Series 66, Series 7 and SIE license and provides investment advisory services for individuals and businesses. Cort Barrett has 40 total client accounts with assets under management of $9,500,000.

Firm Information

Cort Barrett is currently registered with White Aspen Capital LLC. White Aspen Capital LLC is a registered investment advisor based in [Insert Location]. The firm provides financial planning and portfolio management services to individuals, corporations, and other businesses. White Aspen Capital LLC has approximately $9,500,000 in assets under management and serves over 40 clients.

$9.50M

Assets Under Management

Not reported

Total Clients

2

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cort Barrett’s Registration & Firm History

NV

08/04/2020 - Present

White Aspen Capital LLC (HENDERSON NV)

CA

06/08/2018 - 02/11/2020

OPPENHEIMER & CO. INC. (LOS ANGELES CA)

CA

08/03/2015 - 06/11/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)

CA

06/27/2013 - 07/31/2015

MORGAN STANLEY (BEVERLY HILLS CA)

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Licenses & Designations

BOTH

Issued 07/29/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Cort Barrett. Review regulatory record here.
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