Stephanie Barrett has been Chief Compliance Officer of Tuttle Wealth Partners since September 2025, is not listed as a control person, but directly owns under 5% of the firm.
Tuttle Wealth Partners LLC is a Brookhaven, GA firm with $104M under management, 417 clients and 2 advisers across 3 offices, as of its September 2026 filing.
No adviser firm registrations are on Stephanie Barrett’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 19 October 2022 |
| Series 7TO | General Securities Representative Examination | 19 October 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 23 October 2015 |
| Series 7 | General Securities Representative Examination | 2 September 2015 |
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stephanie Maureen Barrett
- CRD
- 6505258
- Firm
- Tuttle Wealth Partners · CRD 338406
- Role
- Chief Compliance Officer
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Stephanie Barrett work?
Stephanie Barrett has been Chief Compliance Officer of Tuttle Wealth Partners LLC since September 2025.
Does Stephanie Barrett have a current investment-adviser registration?
Stephanie Barrett has a current broker registration and no current investment-adviser registration.
What exams has Stephanie Barrett passed?
Stephanie Barrett has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 7TO. The earliest, the Series 7, was passed in September 2015. FINRA credited Stephanie Barrett with the SIE, which began in October 2018.
Is Stephanie Barrett registered with FINRA?
Yes. Stephanie Barrett has a current broker registration, under CRD 6505258.
Source: FINRA BrokerCheck
How can I verify Stephanie Barrett’s record?
Search CRD 6505258 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Stephanie Barrett’s full registration record.
