Edward Barnett has been Owner/Member of Newbury Capital Management since December 2015, is not listed as a control person, but directly owns between 5% and 10% of the firm.
Newbury Capital Management, LLC is a South Pasadena, CA firm with $154M under management, 437 clients and 4 advisers in one office, as of its March 2026 filing.
Edward Barnett’s longest registration is the current one, 17 years at Newbury Capital Management since 2009. Before joining Newbury Capital Management in 2009, Edward Barnett was registered through Southwest Securities, Inc. and M. L. Stern & Co, LLC.
- – present · 17 yearsSouth Pasadena, CA · Adviser representative · Firm CRD 148516
- Southwest Securities, Inc.– · under a yearBeverly Hills, CA · Adviser representative · Firm CRD 6220
- M. L. Stern & Co, LLC.– · 4 yearsBeverly Hills, CA · Adviser representative · Firm CRD 8327
Investment adviser representative registrations
Edward Barnett is registered as an investment adviser representative in California, since July 2009.
- CaliforniaSince 31 July 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 August 2004 |
| Series 7 | General Securities Representative Examination | 8 May 2004 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4228017
- Firm
- Newbury Capital Management · CRD 148516
- Role
- Owner/Member
- Office
- 812 FREMONT AVE., SUITE 101, South Pasadena, CA 91030
- Registration
- Investment adviser registration
- In the industry since
- May 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Edward Barnett work?
Edward Barnett has been Owner/Member of Newbury Capital Management, LLC since December 2015.
Is Edward Barnett a financial advisor?
Yes. Edward Barnett has a current investment-adviser registration in California, through Newbury Capital Management since July 2009.
How many years of experience does Edward Barnett have?
Edward Barnett has 22 years in the financial industry, since May 2004, across 3 adviser firms.
What exams has Edward Barnett passed?
Edward Barnett has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2004.
Where did Edward Barnett work before Newbury Capital Management?
Before Newbury Capital Management, Edward Barnett was registered through Southwest Securities, Inc., December 2008 to July 2009; M. L. Stern & Co, LLC., August 2004 to December 2008.
Where is Edward Barnett based?
Edward Barnett’s registered office is in South Pasadena, CA.
Is Edward Barnett registered with FINRA?
No. Edward Barnett has no current broker registration.
How can I verify Edward Barnett’s record?
Search CRD 4228017 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Barnett’s full registration record.