Barret William angelo Frost
Investment adviser representative at Breakaway Independent Advisors, LLC
23 yearsExperience
1 stateRegistered in
$3.3MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Breakaway Independent Advisors, LLCApr 2026 to now
- Breakaway Advisor SolutionsJan 2022 to now
- Purshe Kaplan Sterling InvestmentsApr 2020 to Dec 2023
- Fusion Financial Partners LLCNov 2019 to Jan 2022
- Fidelity Brokerage Services LLCDec 2017 to Oct 2019
- Linsco Private LedgerApr 2003 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Breakaway Independent Advisors, LLC
$3.3MAssets managed
5Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2922623
- Firm CRD
- 340675