Christina
Bater
Barrett Asset Management, LLC
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About this Advisor
Christina Bater is a certified financial planner operating in New York, New York who has 2 years of industry experience. Bater currently works for Barrett Asset Management, LLC. Their career trajectory has included roles at Barrett Asset Management, Lllc, Cipw Service Company, LLC and Ci Barrett Private Wealth. Bater holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in New York. Barrett Asset Management, LLC is an advisory firm that has its headquarters in New York, NY. The firm has a total of 18 people on staff. It handles $67 million in assets among its two client accounts, placing it among the smaller investment advisory firms in the country by assets under management. Barrett Asset Management, Llc offers portfolio management for investment companies. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fees billed by Barrett Asset Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Barrett Asset Management, LLC Brokerage Details
$67,119,813
18
2
$33,559,906
Investment Advisory Services
- Portfolio management for investment companies
Christina Bater Work History
Christina has been registered as a financial advisor for 2 years.*
Ci Barrett Private Wealth
Cipw Service Company, LLC
Barrett Asset Management, Lllc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christina Bater to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Barrett Asset Management, LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
