Denise Aileen Barrett
Investment adviser representative at Cornerstone Wealth Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$145.6MFirm assets
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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Cornerstone Family Office, Inc.Oct 2016 to now
- Cornerstone Wealth Advisors, Inc.Aug 2014 to now
- Barrett Solutions Inc.Oct 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cornerstone Wealth Advisors, Inc.
$145.6MAssets managed
157Clients
4Advisers
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
- 6377547
- Firm CRD
- 309544