Stuart D. Barnett, AAMS®, CFP®, CWS®

VP - Sr. Financial Consultant

+1 212-213-5443

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

27 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2004-present
  • Financial Planner, MetLife, 2001-2004

Education

  • BS, Economics, University of Albany
  • Certified Financial Planning Certificate Program, Long Island University
  • College for Financial Planning

Personal interests and affiliations

  • Board Member of PSC Partners Seeking a Cure since May 2017

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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