John Barrett

Top Wealth + Best-in-State + Barron's 100 · rank 1 · New York, New York · listed firm: Merrill Wealth Management

Identity & firm

• Firm — Merrill Wealth Management (high)
  • “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
  • “The Barrett Group, Financial Advisors in New York, NY 10281 | Merrill” — firm_official
• Parent company — Bank of America (high)
  • “We can offer boutique-like attentiveness and accessibility combined with the global perspective and industry experience of Bank of America.” — firm_official
• Firm type — wirehouse (high)
  • “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N", "registrationBeginDate": "8/13/1986", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
• Team name — The Barrett Group (high)
  • “The Barrett Group, Financial Advisors in New York, NY 10281 | Merrill” — firm_official
• Team size — 9 (medium)
  • “John Barrett, CAP®, CIMA®, CPFA®, CRPC™ - Managing Director, Wealth Management Advisor” — firm_official
• CRD — 1491194 (high)
  • “BrokerCheck Report JOHN CHRISTIAN BARRETT CRD# 1491194” — sec_finra_regulatory
  • “225 LIBERTY ST NEW YORK, NY 10281 CRD# 7691 Registered with this firm since: 04/24/1998” — sec_finra_regulatory
• Years experience — 40 (high)
  • “"daysInIndustryCalculatedDateIAPD": "5/11/1986"” — sec_finra_regulatory
• Designations — CIMA, other:CAP, other:CPFA, other:CRPC (high)
  • “John Barrett, CAP®, CIMA®, CPFA®, CRPC™ - Managing Director, Wealth Management Advisor” — firm_official

Book of business

• Team AUM ($M) — 3400 (high)
  • “Team Assets (Custodied) $3.4B” — forbes_shook
• Account minimum ($M) — 7 (high)
  • “Minimum account size for new business $7M” — forbes_shook
• Typical client net worth ($M) — 55 (high)
  • “Typical Net Worth of Relationships $10-100M” — forbes_shook
• Client niche — institutions plus high-net-worth individuals and families; corporate executives, entrepreneurs and philanthropic organizations (high)
  • “We focus on addressing the investing and wealth management needs of institutions and high net worth individuals and families.” — firm_official
  • “Our team focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families.” — firm_official
• Custodians — gap: not_applicable
• Fee model — fee_plus_commission (medium)
  • “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N"” — sec_finra_regulatory

Positioning & marketing

• Website url — https://advisor.ml.com/sites/ny/sd-financial/barrettgroup (high)
  • “The Barrett Group, Financial Advisors in New York, NY 10281 | Merrill” — firm_official
• Value proposition (verbatim) — Our team focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. We can offer boutique-like attentiveness and accessibility combined with the global perspective and industry experience of Bank of America. (high)
  • “Our team focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families.” — firm_official
  • “We can offer boutique-like attentiveness and accessibility combined with the global perspective and industry experience of Bank of America.” — firm_official
• Differentiators — boutique-like attentiveness and accessibility backed by Bank of America's global scale, serves institutional fiduciary responsibilities alongside private wealth, customized financial strategies built from client-specific needs, clear communication that makes complex financial information meaningful, 40 years of continuous tenure at one firm since 1986 (medium)
  • “We can offer boutique-like attentiveness and accessibility combined with the global perspective and industry experience of Bank of America.” — firm_official
  • “We work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.” — firm_official
• Content marketing — none (medium)
  • “Perspectives Monthly E-Newsletter” — firm_official
• Has podcast — no (medium)
  • “No blog, podcast, or additional insights section is present on this page.” — firm_official
• Books published — 0 (low)
  • “John Barrett, CAP®, CIMA®, CPFA®, CRPC™ - Managing Director, Wealth Management Advisor” — firm_official
• Linkedin url — https://www.linkedin.com/in/john-barrett-18a62633/ (low)
  • “John Barrett - Wealth Management Advisor | LinkedIn” — social_or_third_party_db
• Social presence — gap: not_found_after_search
• Press awards — Barron's Top 100 Financial Advisors (2014), Financial Times Top 400 Financial Advisors (2018), Featured speaker, Securities Industry Association conference at The Wharton School (since 1996) (low)
  • “John Barrett was named to Barron's Top 100 Financial Advisors in 2014, based on data as of December 31, 2013.” — general_press
  • “since 1996, John has been a featured speaker at the Securities Industry Association's conference at The Wharton School.” — firm_official

Visual brand

• Has distinct logo — no (high)
  • “Only Merrill/Bank of America corporate branding is shown. No custom logo or wordmark for "The Barrett Group" appears on the page.” — firm_official
• Logo url — gap: not_found_after_search
• Visual brand notes — Merrill corporate template: blue/gray palette, sans-serif type throughout, grayscale team headshots; no team-specific mark or independent visual identity. (medium)
  • “The page uses a professional corporate aesthetic typical of financial services sites—clean layout, grayscale photography of team members, and blue/gray tones consistent with Merrill Lynch branding. Typography appears to ” — firm_official

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