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Denise Barrett

Chief Executive Officer at Cornerstone Wealth Advisors in Carlsbad, CA

Investment adviser registrationUpdated

Denise Barrett is Chief Executive Officer of Cornerstone Wealth Advisors, Inc., an investment adviser managing $146M, and works from its Carlsbad, CA office. Denise Barrett has been registered as an investment adviser representative through Cornerstone Wealth Advisors since 7 July 2020, has 12 years in the industry across 2 firms and has passed the Series 65.

12
Years in industry
6
Years at firm
2
Adviser firms
0
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Denise Barrett has been Chief Executive Officer of Cornerstone Wealth Advisors since August 2014, is a control person of the firm and directly owns between 50% and 75% of it.

Cornerstone Wealth Advisors, Inc. is a Carlsbad, CA firm with $146M under management, 157 clients and 4 advisers across 3 offices, as of its February 2026 filing.

Denise Barrett’s longest registration is the current one, 6 years at Cornerstone Wealth Advisors since 2020. Before joining Cornerstone Wealth Advisors in 2020, Denise Barrett was registered through Cornerstone Wealth Advisors, Inc.

  1. Cornerstone Wealth Advisors, Inc.Current
    – present · 6 years
    Carlsbad, CA · Adviser representative · Firm CRD 309544
  2. Cornerstone Wealth Advisors, Inc.
    – · 6 years
    Carslsbad, CA · Adviser representative · Firm CRD 157771

Credentials and registrations

Examinations

Series 6523 July 2014
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Denise Aileen Barrett
CRD
6377547
Firm
Cornerstone Wealth Advisors · CRD 309544
Role
Chief Executive Officer
Office
1808 ASTON AVENUE, SUITE 150, Carlsbad, CA 92008
Registration
Investment adviser registration
In the industry since
August 2014
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Denise Barrett work?

Denise Barrett has been Chief Executive Officer of Cornerstone Wealth Advisors, Inc. since August 2014, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 13 February 2026

Is Denise Barrett a financial advisor?

Yes. Denise Barrett has a current investment-adviser registration, through Cornerstone Wealth Advisors since July 2020.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Denise Barrett have?

Denise Barrett has 12 years in the financial industry, since August 2014, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Denise Barrett passed?

Denise Barrett passed the Series 65 in July 2014.

Source: IAPD individual record, checked 22 October 2026

Where is Denise Barrett based?

Denise Barrett’s registered office is in Carlsbad, CA.

Source: IAPD individual record, checked 22 October 2026

Is Denise Barrett registered with FINRA?

No. Denise Barrett has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Denise Barrett’s record?

Search CRD 6377547 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Denise Barrett’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Cornerstone Wealth Advisors

Sources

  1. IAPD individual record, CRD 6377547, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Cornerstone Wealth Advisors, Inc., filed 13 February 2026. Title, control and ownership bands.
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