Barry Hart, financial advisor Sarasota FL

Barry Hart

CRD Number: 1490320
Current Firm: Eagle Strategies LLC

Barry Hart (CRD# 1490320) is an Investment Advisor Representative working at Eagle Strategies LLC in Sarasota, FL and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Eagle Strategies LLC Saragota, FL Oct 2010 - Current 10
Hart And Hart Insurance, Inc D/b/a Hart And Hart Financial Servi Sarasota, FL Jan 2008 - Current 13
Nylife Securities Inc. Tampa, FL Dec 1998 - Current 22
New York Life Insurance Company Tampa, FL Jul 1998 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
Contact Info for Barry D. Hart
Phone Number: (888) 695-3245
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    11,274
    MILLIONS
  • Total Number of Accounts
    59,118
    ACCOUNTS
  • Average Account Value
    $190,699
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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