Kathy
Alves
Barry Investment Advisors, LLC
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About this Advisor
Kathy Alves is a certified financial planner who works in New Bedford, Massachusetts with 16 years of industry experience. Alves is on the advisory team at Barry Investment Advisors, LLC. The advisor has gained experience at Barry Investment Advisors, LLC and Joseph Barry Co., LLC. Alves maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. Barry Investment Advisors, LLC is a financial advisory business headquartered in New Bedford, MA. The company has a total of 12 employees. It manages $657 million in total assets across its 1,477 client accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 1,477 accounts, 40% belong to high-net-worth clients who have at least $1 million in assets available to invest. Barry Investment Advisors, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules are based on which services the firm provides the client. However, fee types billed by Barry Investment Advisors, LLC likely include any blend 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
Kathy Alves Work History
Kathy has been registered as a financial advisor for 16 years.*
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 Kathy Alves 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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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.
