Gregory
Barr
Stoever Glass Wealth Management, Inc
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About this Advisor
Gregory Barr is a financial advisor operating in Boca Raton, Florida with 3 years of relevant experience. Barr is an advisor for Stoever Glass Wealth Management, Inc. During their career, the advisor has held roles at Deutsche Bank Securities Inc, Raymond James & Associates, Inc, American Asset Management, Inc, Stoever Glass & Co, Stoever Glass Insurance Agency and Stoever Glass Wealth Management Inc. Barr holds Series 66 and Series 63 licenses, which qualify them as a securities representative, and is able to work in Florida. Stoever Glass Wealth Management, Inc is an advisory business that has its headquarters in New York, NY. The investment advisory business has a total of 11 people on staff. It manages $204 million in assets across its 699 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 699 accounts, 44% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on the type of services offered. Fees billed by Stoever Glass Wealth Management, Inc can include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stoever Glass Wealth Management, Inc Brokerage Details
$204,226,497
11
699
$292,170
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gregory Barr Work History
Gregory has been registered as a financial advisor for 3 years.*
Stoever Glass Wealth Management Inc
Stoever Glass & Co
Stoever Glass Insurance Agency
Stoever Glass Insurance Agency
American Asset Management, Inc
Raymond James & Associates, Inc
Deutsche Bank Securities Inc
*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 Gregory Barr 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 Stoever Glass Wealth Management, Inc
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
New York, NY
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