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Gregory Paul Barrett

Invesco Distributors, Inc.

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About Gregory Paul Barrett

Gregory Barrett is a financial advisor with Invesco Distributors, Inc. Gregory has been in the financial industry since 2006. Gregory has held previous roles with several other firms including Muzinich Capital LLC, White Oak Merchant Partners LLC, OCP Capital, LLC, Neuberger Berman LLC, Barclays Capital Inc., Lehman Brothers Inc., UBS Securities LLC, and Hedgeworld Markets USA, Inc. Gregory holds a Series 63 and Series 7 license, as well as the SIE and Series 65 exams. Gregory is licensed in all 50 states and the District of Columbia.

Firm Information

Gregory Barrett is currently registered with Invesco Distributors, Inc.. Invesco Distributors, Inc. is a Corporation formed in November 1976. They are registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

221

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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Gregory Barrett’s Registration & Firm History

NY

07/27/2023 - Present

Invesco Distributors, Inc. (NEW YORK NY)

NY

07/19/2021 - 04/07/2023

MUZINICH CAPITAL LLC (NEW YORK NY)

NY

04/18/2019 - 06/04/2021

WHITE OAK MERCHANT PARTNERS LLC (New York NY)

FL

01/18/2018 - 06/05/2018

OCP CAPITAL, LLC (WELLINGTON FL)

NY

04/19/2012 - 02/02/2016

NEUBERGER BERMAN LLC (NEW YORK NY)

NY

09/22/2008 - 03/19/2012

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

07/18/2007 - 09/22/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

09/09/2004 - 06/07/2007

UBS SECURITIES LLC (NEW YORK NY)

NY

02/18/2003 - 06/14/2004

HEDGEWORLD MARKETS USA, INC. (WHITE PLAINS NY)

NY

10/08/2002 - 10/09/2002

HEDGEWORLD MARKETS USA, INC. (WHITE PLAINS NY)

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Licenses & Designations

IA

Issued 04/09/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/07/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Paul Barrett.
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