Kevin Barrett
Founder at The Wealth Alliance LLC (New York)
Profile
Mr. Kevin M.
Barrett is a President at The Wealth Alliance LLC (New York).
He is on the Board of Directors at Coladka, Inc.
Mr. Barrett worked at Deloitte & Touche where he practiced for four years and became Certified Public Accountant (CPA).
In 1999 he left Deloitte & Touche to start his own business as a wealth manager.
He was President of the San Diego division of the Financial Planning Association, and served on the board of directors for four years.
He graduated magna cum laude with a Bachelor of Arts in Accounting.
He achieved the additional designation of Certified Financial Planner.
Kevin Barrett active positions
| Companies | Position | Start |
|---|---|---|
The Wealth Alliance LLC (New York)
 The Wealth Alliance LLC (New York) Investment ManagersFinance The Wealth Alliance LLC is a SEC-registered investment advisor and wealth management firm headquartered in Melville, New York. The firm was founded by Kevin M. Barrett in 2006. They are owned by Wealth Alliance Holdings LLC, which is owned equally by RJC Financial LLC and E-Ditty Financial LLC. Wealth Alliance offers investment advisory services designed to meet the needs of individuals, high-net-worth individuals and families as well as trusts, estates, businesses, and retirement plans. | Founder | 01/01/2006 |
Coladka, Inc.
 Coladka, Inc. Beverages: AlcoholicConsumer Non-Durables Coladka, Inc. produces and distributes alcoholic beverages. The company was founded by Drew Schenck and Kevin Barrett in 2018 and is headquartered in Raleigh, NC. | Founder | 01/01/2018 |
Former positions of Kevin Barrett
| Companies | Position | End |
|---|---|---|
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | 01/01/2015 |
Training of Kevin Barrett
| University of San Diego | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
The Wealth Alliance LLC (New York)
The Wealth Alliance LLC (New York) Investment ManagersFinance The Wealth Alliance LLC is a SEC-registered investment advisor and wealth management firm headquartered in Melville, New York. The firm was founded by Kevin M. Barrett in 2006. They are owned by Wealth Alliance Holdings LLC, which is owned equally by RJC Financial LLC and E-Ditty Financial LLC. Wealth Alliance offers investment advisory services designed to meet the needs of individuals, high-net-worth individuals and families as well as trusts, estates, businesses, and retirement plans. | Finance |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
Coladka, Inc.
Coladka, Inc. Beverages: AlcoholicConsumer Non-Durables Coladka, Inc. produces and distributes alcoholic beverages. The company was founded by Drew Schenck and Kevin Barrett in 2018 and is headquartered in Raleigh, NC. | Consumer Non-Durables |
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