Barry
Havener
Aegis Capital Corp
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About this Advisor
Barry Havener is a financial advisor working out of Bradenton, Florida. Havener currently works for Aegis Capital Corp. Havener has gained experience at Janney Montgomery Scott LLC, Havener Financial Group, Cetera Advisors and Aegis Capital Corp. Havener has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida. Aegis Capital Corp is an advisory business based out of New York, NY. It has offices in 19 locations and a total of 297 financial advisors. It handles $1 billion in assets across its 2,166 accounts, making it one of the bigger firms in the United States by assets under management. Of its 2,166 customer accounts, 16% are held by high-net-worth investors who have at least $1 million in investable assets. Aegis Capital Corp has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fees are based on the type of financial services offered. However, fee types billed by Aegis Capital Corp most likely are comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aegis Capital Corp Brokerage Details
$1,033,140,094
297
2,166
$476,981
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Barry Havener Work History
Barry has been registered as a financial advisor for 0 years.*
Aegis Capital Corp
Havener Financial Group
Cetera Advisors
Janney Montgomery Scott LLC
*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 Havener 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 Aegis Capital Corp
New York, NY
Melville, NY
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Portland, OR
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Miami, FL
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.
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