Barry Investment Advisors, LLC
Barry Investment Advisors, LLC (CRD# 144955) is a financial advisory firm headquartered in New Bedford, MA. They manage $654,891,161 in 1,487 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management655MILLION
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Total Number of Accounts1,487ACCOUNTS
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Average Account Value$440,411
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, GA, LA, MA, MD, NE, NH, NJ, NY, RI, TX, VA
Kathy Alves (CRD# 2154550) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 32 years of experience in the finance industry.
Joseph Barry (CRD# 13724) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 36 years of experience in the finance industry.
Patrick Barry (CRD# 4579414) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 21 years of experience in the finance industry.
Elizabeth Garvey (CRD# 4547708) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 18 years of experience in the finance industry.
Tyler Craig (CRD# 7698864) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has 1 year of experience in the finance industry.