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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant10 years in industry

MADELINE ROSE BARCONI

Advisor at BREAKWATER CAPITAL GROUP

DENVER, CO | PARAMUS, NJ

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Search this name across graphsid dfx:ria:7badaef9-63b4-4de4-5fcf-99366ef47461

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Mar 31, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BREAKWATER CAPITAL GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66|S63
First exam: Nov 30, 2015
First registration: Mar 31, 2017
Dual registered: no
Other names: MADELINE ROSE LOUVIERE
IAPD individual key: 6571205

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BREAKWATER CAPITAL GROUP	Independent wealth	Feb 7, 2023	n/a	yes	DENVER, CO\|PARAMUS, NJ\|DENVER, CO	Current employment
COLORADO CAPITAL MANAGEMENT	Independent wealth	Feb 11, 2022	Nov 21, 2022	no	BOULDER, CO	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Jan 21, 2022	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2017	Jul 13, 2018	no	LONE TREE, CO\|PARAMUS, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COLORADO CAPITAL MANAGEMENT	BREAKWATER CAPITAL GROUP	Nov 21, 2022	Feb 7, 2023	78	Firm change	RIA to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	COLORADO CAPITAL MANAGEMENT	Jan 21, 2022	Feb 11, 2022	21	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (4)

→ BREAKWATER CAPITAL GROUPRegistered adviserregistration: current employment
Feb 7, 2023 to presentfactForm ADV
→ COLORADO CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Feb 11, 2022 to Nov 21, 2022factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Jan 21, 2022factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2017 to Jul 13, 2018factForm ADV

Dated events

Occurred
Nov 21, 2022
Advisor changed firm
Madeline Rose Barconi left Colorado Capital Management for Breakwater Capital Group (registered 2023-02-07)
Form ADVobserved 4 days ago
Occurred
Jan 21, 2022
Advisor changed firm
Madeline Rose Barconi left Fidelity Personal And Workplace Advisors for Colorado Capital Management (registered 2022-02-11)
Form ADVobserved 4 days ago