Barry Investment Advisors, LLC

Barry Investment Advisors, LLC (CRD# 144955) is a financial advisory firm headquartered in New Bedford, MA. They manage $614,317,069 in 1,376 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    614
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Barry Investment Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jane L. Abbott
CRD#: 1763465
128 Union Street, Suite 507, New Bedford, MA 02740
96
Wealthminder
score

Jane Abbott (CRD# 1763465) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 28 years of experience in the finance industry. Jane Abbott 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.

2
Kathy A. Alves
CRD#: 2154550
128 Union Street, Suite 507, New Bedford, MA 02740
96
Wealthminder
score

Kathy Alves (CRD# 2154550) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 25 years of experience in the finance industry. Kathy Alves 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.

3
Joseph M. Barry
CRD#: 13724
128 Union Street, Suite 507, New Bedford, MA 02740
96
Wealthminder
score

Joseph Barry (CRD# 13724) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 28 years of experience in the finance industry.

4
Elizabeth M. Garvey
CRD#: 4547708
128 Union Street, Suite 507, New Bedford, MA 02740
96
Wealthminder
score

Elizabeth Garvey (CRD# 4547708) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 11 years of experience in the finance industry. Elizabeth Garvey 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.

5
Andrea K. McNamara
CRD#: 4338312
128 Union Street, Suite 507, New Bedford, MA 02740
96
Wealthminder
score

Andrea McNamara (CRD# 4338312) 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. Andrea McNamara 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.

6
Patrick J. Barry
CRD#: 4579414
128 Union Street, Suite 507, New Bedford, MA 02740
93
Wealthminder
score

Patrick Barry (CRD# 4579414) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 14 years of experience in the finance industry.

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