Skye Barry (CRD# 7254596) is an Investment Advisor Representative working at Constellation Wealth Advisors in Cincinnati, OH and has 1 year of experience in the finance industry. Skye Barry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Constellation Wealth Advisors | Cincinnati, OH | Aug 2021 - Current | 2 |
| Johnson Investment Counsel, Inc. | Cincinnati, OH | May 2020 - Aug 2021 | 1 |
| Johnson Investment Counsel, Inc. | Cincinnati, OH | Oct 2018 - Aug 2021 | 2 |
| Mariner Wealth Advisors | Cincinnati, OH | Jan 2017 - Oct 2018 | 1 |
| Feg Investment Advisors | Cincinnati, OH | Apr 2015 - Dec 2016 | 1 |
| Travel | Cincinnati, OH | Mar 2015 - Mar 2015 | < 1 |
| Arx Investment Partners | Cape Town, Western Cape, | Aug 2013 - Feb 2015 | 1 |
- OH
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Total Assets Under Management3,900MILLIONS
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Total Number of Accounts2,231ACCOUNTS
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Average Account Value$1,748,166
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, FL, GA, IL, IN, KY, LA, MA, NC, OH, PA, SC, TN, TX
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