Robert BarryCRD Number: 1155677
Current Firm: Barry Capital Management, Inc.
Robert Barry (CRD# 1155677) is an Investment Advisor Representative working at Barry Capital Management, Inc. in Easton, PA and has over 37 years of experience in the finance industry. Robert 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.
Hamilton-bates Investment Research, Inc.
Weyhill Investment Counsel, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Barry Capital Management, Inc.||Easton, PA||Jun 2020 - Current||2|
|Medical Leave||Easton, PA||Jan 2020 - Jun 2020||< 1|
|Barry Capital Management, Inc.||Hackettstown, NJ||Jul 1997 - Dec 2019||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1985|
Total Assets Under Management29MILLIONS
Total Number of Accounts114ACCOUNTS
Average Account Value$252,683
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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