Edward Barnett II
Investment Adviser Representative at NEWBURY CAPITAL MANAGEMENT, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Edward Barnett has worked in the securities industry since 2004. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in California.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Common Stock - Under $1,000,000 | 1.50% |
| Common Stock - $1,000,000 and up | 1.00% |
| Fixed Income - Up to $999,000 | 1.00% |
| Fixed Income - $1,000,000 - $2,499,000 | 0.75% |
| Fixed Income - $2,500,000 to $4,999,999 | 0.63% |
| Fixed Income - $5,000,000 and up | 0.50% |
| Mutual Fund Equity - 1st $100,000 | 1.50% |
| Mutual Fund Equity - 2nd $100,000 | 1.38% |
| Mutual Fund Equity - 3rd $100,000 | 1.25% |
| Mutual Fund Equity - 4th $100,000 and up | 1.00% |
| Mutual Fund Fixed Income - 1st $100,000 | 1.00% |
| Mutual Fund Fixed Income - 2nd $100,000 | 0.88% |
| Mutual Fund Fixed Income - 3rd $100,000 | 0.75% |
| Mutual Fund Fixed Income - 4th $100,000 and up | 0.50% |
Newbury Capital Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edward Barnett II has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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