Unclaimed Profile

Barry Mohun Coburn

COBURN & MEREDITH, INC.·SIMSBURY, Connecticut

SIE, Series 7TO, Series 24, Series 52TO, Series 63, Series 99TO30 years registeredCOBURN & MEREDITH, INC.

1 OLD MILL LANE, SIMSBURY, CT 06070CRD# 49264Firm CRD# 164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barry Mohun Coburn · SIMSBURY, CT

Registration

CRD #49264 · COBURN & MEREDITH, INC. · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COBURN & MEREDITH, INC.

COBURN & MEREDITH, INC.

Sep 1995 – Nov 2021

SIMSBURY, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 24

Series 52TO

Series 63

Series 99TO

Registration record

First registered · September 25, 1995

Years registered · 30

Disclosure History

2005Regulatory·Final

1988Regulatory·Final

1985Regulatory·Final

1971Regulatory·Final

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

COBURN & MEREDITH, INC.

CRD 164 · SEC 801-69509

AUM

$405M

Regulatory assets under management

Employees

1,231 client accounts

Services offered by COBURN & MEREDITH, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COBURN & MEREDITH, INC. →

Introduction

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Frequently Asked Questions

What services does Barry Mohun Coburn offer?

Barry Mohun Coburn specializes in Financial Planning, Investment Management, Wealth Management.

What are Barry Mohun Coburn's credentials?

Barry Mohun Coburn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barry Mohun Coburn located?

Barry Mohun Coburn is based in SIMSBURY, Connecticut, last registered with COBURN & MEREDITH, INC..

How does Barry Mohun Coburn charge for services?

Barry Mohun Coburn's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COBURN & MEREDITH, INC.?

COBURN & MEREDITH, INC. has approximately 24 employees and manages $405M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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