Paul Barry, financial advisor Portsmouth NH

Paul Barry

CRD Number: 2199987
Current Firm: Middle Street Capital, LLC

Paul Barry (CRD# 2199987) is an Investment Advisor Representative working at Middle Street Capital, LLC in Portsmouth, NH and has over 32 years of experience in the finance industry.

Similar Advisors
Paul Accardi, financial advisor Portsmouth NH
Paul M. Accardi
CRD# 4429381
Lpl Financial LLC
Similar Advisors
Thad Ackerman, financial advisor Portsmouth NH
Thad J. Ackerman
CRD# 5324751
Silver Maple Financial, LLC
Similar Advisors
Christopher Adams, financial advisor Portsmouth NH
Christopher C. Adams
CRD# 6002683
Edward Jones
Company Name Location Dates Years
Middle Street Capital, LLC Portsmouth, NH Sep 2020 - Current 3
One Day In July, LLC Portsmouth, NH Feb 2018 - Current 6
Wells Fargo Clearing Services, LLC Portsmouth, NH Nov 2016 - Mar 2018 1
Wells Fargo Advisors LLC Portsmouth, NH Feb 2015 - Feb 2018 3
Bank Of America, N.a. Portsmouth, NH Dec 2009 - Feb 2015 5
Merrill Lynch Portsmouth, NH Feb 1994 - Feb 2015 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S65 NASAA Investment Advisors Law Examination May 1994
Contact Info for Paul F. Barry
By the Numbers
  • Total Assets Under Management
    68
    MILLIONS
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $447,188
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

MA, ME, NH

Ready to hire a financial advisor? Get competitive proposals from Paul Barry and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.