Joseph Barreiro has been Managing Member/Chief Compliance Officer/Investment Advisor Representative of Wealth Creation Management Group since January 2019, is a control person of the firm and directly owns between 50% and 75% of it. Joseph Barreiro holds an MBA in Business and Finance from Columbia University.
Wealth Creation Management Group LLC is a firm with $106M under management, 158 clients and 2 advisers in one office, as of its February 2026 filing.
Joe Barreiro is Managing Partner, CEO, CCO of Wealth Creation Management Group. After 3 years at Equitable and EQ Financial, he decided to become independent and in 1996 started Barreiro & Associates. In 2017, he and his partner Marilyn started Wealth Creation Management Group.
Joseph Barreiro’s longest registration was 10 years at Invest Financial Corporation (2007–2017). Before joining Wealth Creation Management Group in 2019, Joseph Barreiro was registered through United Planners' Financial Services of America A Limited Partner and Invest Financial Corporation.
- – present · 7 yearsMonroe, NY · Adviser representative · Firm CRD 300539
- United Planners' Financial Services of America A Limited Partner– · 2 yearsMonroe, NY · Adviser representative · Firm CRD 20804
- Invest Financial Corporation– · 10 yearsMonroe, NY · Adviser representative · Firm CRD 12984
Investment adviser representative registrations
Joseph Barreiro is registered as an investment adviser representative in New Jersey, since March 2019.
- New JerseySince 14 March 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 October 2007 |
| Series 7 | General Securities Representative Examination | 15 September 2003 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 6 September 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 30 September 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 January 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 January 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joseph Charles Barreiro
- CRD
- 2438140
- Firm
- Wealth Creation Management Group · CRD 300539
- Role
- Managing Member/Chief Compliance Officer/Investment Advisor Representative
- Office
- Monroe, NY
- Registration
- Investment adviser registration
- In the industry since
- January 1994
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthcmg.com
Where does Joseph Barreiro work?
Joseph Barreiro has been Managing Member/Chief Compliance Officer/Investment Advisor Representative of Wealth Creation Management Group LLC since January 2019, and is a control person of the firm.
Is Joseph Barreiro a financial advisor?
Yes. Joseph Barreiro has a current investment-adviser registration in New Jersey, through Wealth Creation Management Group since March 2019.
How many years of experience does Joseph Barreiro have?
Joseph Barreiro has 32 years in the financial industry, since January 1994, across 3 adviser firms.
What exams has Joseph Barreiro passed?
Joseph Barreiro has passed 6 licensing exams: the Series 6, Series 63, Series 65, Series 26, Series 7 and Series 66. The earliest, the Series 6, was passed in January 1994. FINRA credited Joseph Barreiro with the SIE, which began in October 2018.
Where did Joseph Barreiro work before Wealth Creation Management Group?
Before Wealth Creation Management Group, Joseph Barreiro was registered through Invest Financial Corporation, April 2007 to October 2017.
Where is Joseph Barreiro based?
Joseph Barreiro’s registered office is in Monroe, NY.
Is Joseph Barreiro registered with FINRA?
No. Joseph Barreiro has no current broker registration.
How can I verify Joseph Barreiro’s record?
Search CRD 2438140 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Barreiro’s full registration record.
