Unclaimed Profile

Michelle Anne Barry

TRANSAMERICA FINANCIAL ADVISORS, INC.·ST PETERSBURG, Florida

SIE, Series 7, Series 24, Series 66, Series 99TOClean record23 years registeredTRANSAMERICA FINANCIAL ADVISORS, INC.

570 CARILLON PARKWAY, ST PETERSBURG, FL 33716-1202CRD# 2744539Firm CRD# 16164

Profile Verification

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

Identity

Michelle Anne Barry · ST PETERSBURG, FL

Registration

CRD #2744539 · TRANSAMERICA FINANCIAL ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

TRANSAMERICA FINANCIAL ADVISORS, LLC

Feb 2024 – present

GROVE POINT ADVISORS, LLC

Apr 2021 – Feb 2024

ROCKVILLE, MD

H. BECK, INC.

Jan 2018 – Apr 2021

Rockville, MD

HORNOR, TOWNSEND & KENT, INC.

Sep 2005 – Dec 2017

HORSHAM, PA

AMERITAS INVESTMENT CORP

Sep 2004 – Aug 2005

BETHESDA, MD

THE ADVISORS GROUP, INC.

Aug 2003 – Sep 2004

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 99TO

Registration record

First registered · August 7, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD 16164 · SEC 801-38618

AUM

$1.6B

Regulatory assets under management

Employees

1,127

45,001 client accounts

Services offered by TRANSAMERICA FINANCIAL ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TRANSAMERICA FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Michelle Anne Barry offer?

Michelle Anne Barry specializes in Investment Management, Fee-Only Advisory. Contact their office in ST PETERSBURG, Florida for a consultation.

What are Michelle Anne Barry's credentials?

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

Where is Michelle Anne Barry located?

Michelle Anne Barry is based in ST PETERSBURG, Florida, working with TRANSAMERICA FINANCIAL ADVISORS, INC.. Their office serves clients in the ST PETERSBURG metropolitan area and surrounding communities.

How does Michelle Anne Barry charge for services?

Michelle Anne Barry's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRANSAMERICA FINANCIAL ADVISORS, INC.?

TRANSAMERICA FINANCIAL ADVISORS, INC. has approximately 1127 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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