Patrick Barry, financial advisor New Bedford MA
93 score

Patrick Barry

CRD Number: 4579414
Current Firm: Barry Investment Advisors, LLC

Patrick Barry (CRD# 4579414) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Barry Investment Advisors, LLC New Bedford, MA Sep 2014 - Current 3
Joseph Barry Company, LLC New Bedford, MA Nov 2007 - Sep 2014 6
A.g. Edwards & Sons, Inc. New Bedford, MA Aug 2002 - Nov 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Patrick J. Barry
Phone Number: 888-992-8601
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    614
    MILLIONS
  • Total Number of Accounts
    1,376
    ACCOUNTS
  • Average Account Value
    $446,451
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CT, FL, LA, MA, MD, NH, NY, RI, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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