Wilson Saville has been President,secretary,chief Compliance Officer, & Chief Financial Officer of Barrett & Company since July 2011, is a control person of the firm and directly owns 75% or more of it. Wilson Saville holds a BA from Denison University.
Barrett & Company, Inc. is a Providence, RI firm with $530M under management, 601 clients and 4 advisers in one office, as of its March 2026 filing.
Wilson G. Saville II is President, CFO and CCO of Barrett & Company. He has been an officer with the firm for more than 30 years and has been Firm President for over a decade. Under his leadership the firm added Investment Advisory services to its full-service brokerage. He has served on the FINRA District 11 Commission and the FINRA Small Firm Advisory Board.
Investment adviser representative registrations
Wilson Saville is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from April 2017; the most recent is Texas, in December 2022.
- Rhode IslandSince 6 April 2017
- TexasResidentSince 8 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 14 | Compliance Officer Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 57TO | Securities Trader Exam | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 16 February 2017 |
| Series 55 | Limited Representative-Equity Trader Exam | 29 March 2000 |
| Series 24 | General Securities Principal Examination | 30 January 1989 |
| Series 27 | Financial and Operations Principal Examination | 3 October 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 October 1985 |
| Series 7 | General Securities Representative Examination | 21 September 1985 |
- Name
- Compliance Officer Examination
- Name
- Operations Professional Examination
- Name
- Securities Trader Exam
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- General Securities Principal Examination
- Name
- Financial and Operations Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Wilson Gordon Saville
- CRD
- 1406756
- Firm
- Barrett & Company · CRD 1175
- Role
- President,secretary,chief Compliance Officer, & Chief Financial Officer
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 1985
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- barrettandcompany.com
Where does Wilson Saville work?
Wilson Saville has been President,secretary,chief Compliance Officer, & Chief Financial Officer of Barrett & Company, Inc. since July 2011, and is a control person of the firm.
Is Wilson Saville a financial advisor?
Yes. Wilson Saville has a current investment-adviser registration in Rhode Island and Texas, through Barrett & Company since April 2017.
How many years of experience does Wilson Saville have?
Wilson Saville has 41 years in the financial industry, since October 1985, across 1 adviser firm.
What exams has Wilson Saville passed?
Wilson Saville has passed 9 licensing exams: the Series 7, Series 63, Series 27, Series 24, Series 55, Series 65, Series 14, Series 99TO and Series 57TO. The earliest, the Series 7, was passed in September 1985. FINRA credited Wilson Saville with the SIE, which began in October 2018.
Is Wilson Saville registered with FINRA?
Yes. Wilson Saville has a current broker registration, under CRD 1406756.
Source: FINRA BrokerCheck
How can I verify Wilson Saville’s record?
Search CRD 1406756 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Wilson Saville’s full registration record.