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Barrett Tabeek

15 Years of Experience
New York, NY
1 DisclosureBrokerSells Insurance

Barrett Tabeek is a registered investment advisor, based in New York, NY, with 15 years of industry experience.

Location

1325 Avenue of the Americas, New York, NY, 10019

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History

Regulatory History (1)
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Customer Dispute
November 2018
Denied
Other Business ActivitiesSells Insurance

Barrett is the CFO of Matauro LLC, a registered investment advisor, dedicating full-time hours to this role. He also works as an investment advisor for Crump, focusing on fixed insurance and annuity business for a few hours per week.

Employment History
Current Registrations
The Leaders Group, INC.Broker
November 2024 - Present · 1 yr 6 mos
The Leaders Group, INC.
November 2024 - Present · 1 yr 6 mos
Matauro, LLC
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2024 - December 2024 · 2 mos
Equitable Advisors, LLC
March 2011 - October 2024 · 13 yrs 7 mos
Equitable Advisors, LLCBroker
September 2010 - October 2024 · 14 yrs 1 mo
State Registrations11 states
CACTDCDEFLILMDNJNYTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Barrett Tabeek - Financial Advisor | TrueAdvisor