Michael Barry (CRD# 1102653) is an Investment Advisor Representative working at Eagle Strategies LLC in Walpole, MA and has over 39 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Barry Financial, LLC | Walpole, MA | Sep 2006 - Current | 17 |
| Nylife Securities Inc. | Wellesley, MA | Sep 1982 - Current | 41 |
| New York Life | Wellesley, MA | Aug 1981 - Current | 42 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1984 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
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