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Michael James Barrett

Investment adviser representative at Bright Angel Advisors LLC
26 yearsExperience
2 statesRegistered in
$224.1MFirm assets
5 yearsFirm 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.

  • Portfolio management

Experience

26 years in the industry.

  1. M J Barrett & Company PllcJan 2021 to now
  2. Bright Angel Advisors LLCSep 2020 to now
  3. Heritage Capital Advisors, LLCJan 2001 to Mar 2021
  4. Moller & Barrett LLPJan 2000 to Dec 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 2 states (MN, TX).

Bright Angel Advisors LLC

$224.1MAssets managed
35Clients
2Advisers
5 yearsIn 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
4486728
Firm CRD
311704
Advisor's SEC record (opens in a new tab)
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