Reshelle
Barrett

Bill Few Associates, Inc

CRD#2225985
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Reshelle Barrett is a certified financial planner operating out of Pittsburgh, Pennsylvania, who has been in the advisory business for 25 years. Barrett is on the advisory team at Bill Few Associates, Inc. Their career trajectory has included roles at Bill Few Securities and Bill Few Associates, Inc. Barrett has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania. Bill Few Associates, Inc is a company that has its headquarters in Pittsburgh, Pennsylvania. The investment advisory business has offices in three locations and a total of 29 financial advisors. It has $960 million in total assets between its 3,101 accounts, making it one of the larger firms in the nation by assets under management. The firm advises three charitable organizations. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. Fees billed by Bill Few Associates, Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

740 Washington Road Suite 100
Pittsburgh, PA 15228

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Bill Few Associates, Inc Brokerage Details

Total Assets Under Management

$947,731,879

PA Average: $15,833,994,310
Total Number of Employees

30

PA Average: 41
Total Number of Accounts

3,257

PA Average: 3,342
Average Account Size

$290,983

PA Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Reshelle Barrett Work History

Reshelle has 25 years of experience.

1997 - Present (22 years)

Bill Few Securities

1993 - Present (26 years)

Bill Few Associates, Inc

Disclosures

Reshelle Barrett has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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