William Barry (CRD# 7038939) is an Investment Advisor Representative working at Next Financial Group, Inc. in Schenectady, NY and has over 5 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Next Financial Group | Schenectady, NY | Feb 2024 - Current | < 1 |
| Goldman Sachs & Company LLC | Cohoes, NY | Jan 2021 - Feb 2024 | 3 |
| The Ayco Company, L.p./mercer Allied | Albany, NY | Oct 2018 - Jan 2021 | 2 |
| Greater Hudson Bank | Bardonia, NY | Sep 2017 - Oct 2018 | 1 |
| Clarkstown Recreation And Parks | New City, NY | Jun 2011 - Sep 2017 | 6 |
| Siena College | Loudonville, NY | Oct 2013 - May 2017 | 3 |
| Siena College | Loudonville, NY | Sep 2013 - May 2017 | 3 |
| Adecco | Nanuet, NY | Dec 2016 - Jan 2017 | < 1 |
| New York Community Bank | Hicksville, NY | May 2016 - Aug 2016 | < 1 |
| Abercrombie And Fitch | West Nyack, NY | Dec 2015 - Jul 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
| S63 | Uniform Securities State Law Examination | Jul 2019 |
- NY
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Total Assets Under Management3,522MILLIONS
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Total Number of Accounts17,352ACCOUNTS
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Average Account Value$202,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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