Joseph
Barry
Barry Investment Advisors, LLC
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About this Advisor
Joseph Barry is a chartered financial analyst who works out of New Bedford, Massachusetts who has 16 years of relevant experience. Barry is on the advisory team at Barry Investment Advisors, LLC. The advisor has gained experience at Joseph Barry Co., LLC and Barry Investment Advisors, LLC. Barry has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and Massachusetts. Barry Investment Advisors, LLC is an advisory business based out of New Bedford, MA. The company has a total of 12 advisors. It handles $657 million in assets between its 1,477 customer accounts, placing it among the bigger firms in the country by assets under management. The firm advises five charities and foundations. Of its 1,477 client accounts, 40% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fees billed by Barry Investment Advisors, LLC most likely are comprised of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Barry Investment Advisors, LLC Brokerage Details
$656,924,508
12
1,477
$444,769
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Joseph Barry Work History
Joseph has been registered as a financial advisor for 16 years.*
Barry Investment Advisors, LLC
Barry Investment Advisors, LLC
Barry Investment Advisors, LLC
Joseph Barry Co., 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 Joseph Barry 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 Barry Investment Advisors, LLC
New Bedford, MA
New Bedford, MA
New Bedford, MA
New Bedford, MA
New Bedford, MA
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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