Barry
Richey

Madison Avenue Securities, LLC

CRD#1485112
Investment Advisor
in Roanoke, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Barry Richey is a financial advisor operating in Roanoke, Texas with a total of 4 years of relevant experience. Richey is an employee of Madison Avenue Securities, LLC. Throughout their career, Richey has worked at Usa Financial Securities Corporation, Win Financial Group and Madison Avenue Securities, LLC. Richey has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Madison Avenue Securities, LLC is a business based out of San Diego, CA. It has offices in 58 locations and a total of 99 financial advisors. It oversees $2 billion in total assets between its 13,595 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Madison Avenue Securities, LLC provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on the financial services. Fees billed by Madison Avenue Securities, LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1209 Hackworth St
Roanoke, TX 76262

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Madison Avenue Securities, LLC Brokerage Details

Total Assets Under Management

$1,620,719,674

TX Average: $7,578,581,321
Total Number of Employees

99

TX Average: 43
Total Number of Accounts

13,595

TX Average: 3,727
Average Account Size

$119,214

TX Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Barry Richey Work History

Barry has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Madison Avenue Securities, LLC

2000 - Present (24 years)

Win Financial Group

2003 - 2019 (16 years)

Usa Financial Securities Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Barry Richey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Madison Avenue Securities, LLC

Christine Diruscio
San Diego, CA
Patrick Romero
San Diego, CA
Adam Tau
Jersey City, NJ
Brian Carden
San Diego, CA
Jeremy Lanteigne
Indianapolis, IN
Shelly Maas
San Diego, CA
John Fazzini
San Diego, CA
Daniel Zakes
Greenville, SC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started