William
Barry
Next Financial Group, Inc
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About this Advisor
William Barry is a financial advisor based in Schenectady, New York, working with Next Financial Group, Inc. William has previously held positions at The Ayco Company, L.P./Mercer Allied, Siena College, Clarkstown Recreation And Parks, Greater Hudson Bank, New York Community Bank, Adecco, Abercrombie And Fitch, Goldman Sachs & Co. LLC, and Next Financial Group. William has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York. Currently, William is part of Next Financial Group, Inc, which operates out of Schenectady, New York. The firm has 257 offices and 613 employees. The firm manages assets totaling $3.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Next Financial Group, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Next Financial Group, Inc Brokerage Details
$3,522,327,030
613
17,352
$202,993
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
William Barry Work History
Next Financial Group
Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
Greater Hudson Bank
New York Community Bank
Adecco
Abercrombie And Fitch
Siena College
Siena College
Clarkstown Recreation And Parks
Disclosures
Please visit the SEC profile of William Barry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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