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Timothy Ignatius Barrett

BNY Mellon Securities Corp.

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About Timothy Ignatius Barrett

Timothy Ignatius Barrett is a financial advisor with over 25 years of experience in the industry. Timothy has been registered with BNY Mellon Securities Corp. since 1997. Prior to that, Timothy was with BLUESTONE CAPITAL PARTNERS, L.P. and FIRST ALBANY CORPORATION. Timothy holds Series 63, 26, 99TO, SIE and Series 7 licenses. Timothy is currently registered in 40 states and is an active participant in the BrokerCheck program. Timothy specializes in portfolio management for individuals and businesses.

Firm Information

Timothy Barrett is currently registered with BNY Mellon Securities Corp.. BNY Mellon Securities Corp. is a Corporation formed in January 1968 and headquartered in NEW YORK, NY. The firm sponsors a wrap fee program and serves as a portfolio manager or model provider to third party wrap program sponsors. They manage approximately $6,124,034,792 in client assets, primarily for individuals, corporations, and other investment advisors. The firm is registered with the SEC and in all 50 states.
BNY Mellon Securities Corp.

240 GREENWICH STREET

NEW YORK, NY 10286-0001

$6.12B

Assets Under Management

Not reported

Total Clients

326

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.

Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.

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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percentage of assets

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

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Timothy Barrett’s Registration & Firm History

NY

07/22/1997 - Present

BNY Mellon Securities Corp. (UNIONDALE NY)

NY

04/30/1997 - 07/23/1997

BLUESTONE CAPITAL PARTNERS, L.P. (NEW YORK NY)

NY

12/18/1996 - 02/07/1997

FIRST ALBANY CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Ignatius Barrett.
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