Barry
Ozer
Fsc Securities Corporation
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About this Advisor
Barry Ozer is a financial advisor who works out of Charlotte, North Carolina with a total of 8 years of industry experience. Ozer currently works for Fsc Securities Corporation. Throughout their career, Ozer has worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association and Fsc Securities Corp. Ozer has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California, Florida, Georgia, Indiana, Michigan, Mississippi, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas, Utah, Vermont and Virginia. Fsc Securities Corporation is an advisory company based in Atlanta, GA. The company has offices in 334 locations and a total of 2,174 people on staff. It administers $12 billion in total assets between its 52,792 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 94 charities and foundations. Of its 52,792 client accounts, just 14% belong to high-net-worth clients who have at least $1 million in investable assets. The firm performs a broad set of services, including 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. A financial advisor's fee schedules typically are based on the services offered. However, fees billed by Fsc Securities Corporation can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fsc Securities Corporation Brokerage Details
$11,745,651,239
2,174
52,792
$222,489
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
Barry Ozer Work History
Barry has been registered as a financial advisor for 8 years.*
Fsc Securities Corp
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney 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 Barry Ozer 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 Fsc Securities Corporation
Northampton, MA
Milwaukee, WI
Langhorne, PA
Bloomfield Hills, MI
Atlanta, GA
Traverse City, MI
Atlanta, GA
Oklahoma City, OK
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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