Barry
Kay

Foresters Advisory Services, LLC

CRD#5702999
Investment Advisor
in Iselin, NJ
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About this Advisor

Barry Kay is a financial advisor who works in Iselin, New Jersey, who has been in the industry for 13 years. Kay currently works for Foresters Advisory Services, LLC. Throughout their career, they have worked at Foresters Financial Services, University Of Rhode Island, Main Street Catering and Foresters Advisory Services. Kay maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Delaware, New Jersey, Florida and Georgia. Foresters Advisory Services, LLC is an advisory firm based out of Iselin, New Jersey. It has offices in 46 locations and a total of 378 advisors. It handles $2 billion in assets between its 11,006 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves six charities and foundations. The business provides portfolio management for individuals and small businesses. Fees for financial management largely are based on the type of financial services offered. Fees charged by Foresters Advisory Services, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

13 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

485 Us Highway 1 South Building C, Suite 150
Iselin, NJ 08830

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Foresters Advisory Services, LLC Brokerage Details

Total Assets Under Management

$2,068,794,471

NJ Average: $7,464,549,021
Total Number of Employees

378

NJ Average: 88
Total Number of Accounts

11,006

NJ Average: 3,892
Average Account Size

$187,970

NJ Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Barry Kay Work History

Barry has 13 years of experience.

2017 - Present (2 years)

Foresters Advisory Services

2010 - 2011 (1 years)

Main Street Catering

2009 - Present (10 years)

Foresters Financial Services

2005 - 2009 (4 years)

University Of Rhode Island

Disclosures

Barry Kay has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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