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Erin Leigh Barry

MEANS INVESTMENT CO., INC.·BANGOR, Maine
Series 65Clean record7 years registeredMEANS INVESTMENT CO., INC.
802 STILLWATER AVE., BANGOR, ME 04401-3614CRD# 7121420Firm CRD# 2748

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Erin Leigh Barry · BANGOR, ME
Registration
CRD #7121420 · MEANS INVESTMENT CO., INC. · 7 years registered
Brand Profile
Not yet started
01

Career History

MEANS WEALTH MANAGEMENT
Jul 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 15, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MEANS INVESTMENT CO., INC.
CRD 2748 · SEC 801-80992
AUM
$977M
Regulatory assets under management
Employees
21
3,038 client accounts
Services offered by MEANS INVESTMENT CO., INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MEANS INVESTMENT CO., INC. →
Introduction

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05

Frequently Asked Questions

What services does Erin Leigh Barry offer?
Erin Leigh Barry specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BANGOR, Maine for a consultation.
What are Erin Leigh Barry's credentials?
Erin Leigh Barry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erin Leigh Barry located?
Erin Leigh Barry is based in BANGOR, Maine, working with MEANS INVESTMENT CO., INC.. Their office serves clients in the BANGOR metropolitan area and surrounding communities.
How does Erin Leigh Barry charge for services?
Erin Leigh Barry's firm is compensated through percentage of aum, hourly charges, other: provide general advice & fin. planning svcs for a negotiated fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEANS INVESTMENT CO., INC.?
MEANS INVESTMENT CO., INC. has approximately 21 employees and manages $977M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MEANS INVESTMENT CO., INC.

Zachary Paul Means
BANGOR, ME
John Russell Dudley
BANGOR, ME
Ryan Paul Willette
BANGOR, ME
CFP
Eric George Woodbury
BANGOR, ME
Paul Banwell Means
BANGOR, ME

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