Richard Barnett has been an investment adviser representative at Highline Wealth Partners since August 2021, and is not listed among the firm’s executive officers or direct owners. Richard Barnett holds a Bachelor of Arts in Economics and Psychology from Claremont McKenna College and an MBA in Finance from Paul Merage School of Business, University of California, Irvine.
Highline Wealth Partners, LLC is a Sherman Oaks, CA firm with $868M under management, 360 clients and 15 advisers in one office, as of its June 2026 filing.
Richard Barnett is Chief Investment Officer of Highline Wealth Partners, based in Los Angeles. He works with families and institutions to manage their investment strategy, portfolio construction, asset allocation, and planning toward their long-term financial goals. He is a past board member and President of the CFA Society of Los Angeles and a past Chair of the CFA Institute's Technology Committee.
- Highline Wealth PartnersCurrent– present · 5 yearsSherman Oaks, CA · Adviser representative · Firm CRD 284712
Professional designations
Listed by Highline Wealth Partners
- Chartered Financial Analyst (CFA)
- Certified Investment Management Analyst (CIMA)
- Chartered Alternative Investment Analyst
Investment adviser representative registrations
Richard Barnett is registered as an investment adviser representative in 2 states. The first approvals date from August 2021; the most recent is Texas, in November 2023.
- CaliforniaSince 27 August 2021
- TexasSince 30 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 4 November 1997 |
| Series 2 | Non-Member General Securities Examination | 5 June 1987 |
- Name
- National Commodity Futures Examination
- Name
- Non-Member General Securities Examination
- CRD
- 1667160
- Firm
- Highline Wealth Partners · CRD 284712
- Office
- 15260 VENTURA BLVD., SUITE 855, Sherman Oaks, CA 91403
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- highlinewp.com
Where does Richard Barnett work?
Richard Barnett is an investment adviser representative registered through Highline Wealth Partners, LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is Richard Barnett a financial advisor?
Yes. Richard Barnett has a current investment-adviser registration in California and Texas, through Highline Wealth Partners since August 2021.
How many years of experience does Richard Barnett have?
Richard Barnett has 5 years in the financial industry, since August 2021, across 1 adviser firm.
What exams has Richard Barnett passed?
Richard Barnett has passed 2 licensing exams: the Series 2 and Series 3. The earliest, the Series 2, was passed in June 1987.
Where is Richard Barnett based?
Richard Barnett’s registered office is in Sherman Oaks, CA.
Is Richard Barnett registered with FINRA?
No. Richard Barnett has no current broker registration.
Is Richard Barnett a CFA charterholder?
Highline Wealth Partners lists Richard Barnett with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
Source: Richard Barnett, CFA®, CAIA, CIMA biography, highlinewp.com
How can I verify Richard Barnett’s record?
Search CRD 1667160 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Barnett’s full registration record.
