Barrett
Ayers

Adhesion Wealth Advisor Solutions

CRD#2416450
Investment Advisor
in Charlotte, NC

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About this Advisor

Barrett Ayers is a financial advisor based in Charlotte, North Carolina, working with Adhesion Wealth Advisor Solutions. Barrett has previously held positions at Adhesion Technologies and Atria Investments LLC. Barrett has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Barrett is part of Adhesion Wealth Advisor Solutions, which operates out of Charlotte, North Carolina. The firm has 1 office and 50 employees. The firm manages assets totaling $10.8 billion and offers portfolio management for institutional clients. The fee structure at Adhesion Wealth Advisor Solutions includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

5925 Carnegie Blvd Suite 500
Charlotte, NC 28209

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Adhesion Wealth Advisor Solutions Brokerage Details

Total Assets Under Management

$10,771,561,842

NC Average: $3,625,019,099
Total Number of Employees

50

NC Average: 22
Total Number of Accounts

40,484

NC Average: 1,917
Average Account Size

$266,070

NC Average: $1,890,985

Investment Advisory Services

  • Portfolio management for businesses or institutional clients

Barrett Ayers Work History

2007 - Present (17 years)

Atria Investments LLC

2004 - Present (20 years)

Adhesion Technologies

Disclosures

Please visit the SEC profile of Barrett Ayers 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 Adhesion Wealth Advisor Solutions

Jonathan Sharpe
Charlotte, NC
Holly Lobprise
Charlotte, NC
Scott Fewin
Charlotte, NC
Mark Scanlan
Havertown, PA
Tai Vu
Charlotte, NC
Brian Dow
Fairfield, CT
James Webster
Charlotte, NC
Daniel Mulvey
Charlotte, NC

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