Kevin
Barry

Citizens Securities, Inc

CRD#1861115
Investment Advisor
in Burlington, MA

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About this Advisor

Kevin Barry is a financial advisor located in Burlington, Massachusetts. Currently a registered investment advisor at Citizens Securities, Inc, Barry has 18 years of professional experience. Barry maintains Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Barry can act as an advisor in Florida, Maine, New Hampshire and Rhode Island. The advisor has gained experience at Infinex Investments, Inc, Lpl and Citizens Securities, Inc. Citizens Securities, Inc is headquartered in Burlington, Massachusetts, and has 1,165 locations across the United States. As an advisory firm, Citizens Securities, Inc manages $4 billion in assets throughout 28,867 client accounts and retains more than 1,481 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the nation. Currently 6% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Citizens Securities, Inc can provide portfolio management for individuals and small businesses, selection of other advisers and other services. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

19 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

40 Mall Road Ms: Ma-740
Burlington, MA 01803

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$3,571,716,932

MA Average: $16,012,751,954
Total Number of Employees

1,481

MA Average: 118
Total Number of Accounts

28,867

MA Average: 4,567
Average Account Size

$123,730

MA Average: $3,506,186

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Kevin Barry Work History

Kevin has 19 years of experience.

2017 - Present (3 years)

Citizens Securities, Inc

2014 - 2016 (2 years)

Infinex Investments, Inc

2013 - 2013 (< 1 year)

Lpl

2001 - 2013 (12 years)

Infinex Investments, Inc

Disclosures

Kevin Barry has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Citizens Securities, Inc

Jeremy Draskovich
Monroeville, PA
Kevin Yurch
Boston, MA
Rafael Svelti
Medford, MA
Joseph Perusse
North Hampton, NH
David Snyder
Canton, MA
Van Truong
Canton, MA
Michael Joly
Boston, MA
Stephanie Royal
Johnston, RI

This content was compiled from the SEC and FINRA.

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