Unclaimed Profile

Kevin Mark Barry

FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC·BOSTON, Massachusetts

SIE, Series 7, Series 24Clean recordFIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

245 SUMMER STREET, V2A, BOSTON, MA 02210CRD# 6039461Firm CRD# 288590

Profile Verification

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

Identity

Kevin Mark Barry · BOSTON, MA

Registration

CRD #6039461 · FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

CRD 288590 · SEC 801-112027

AUM

$818.8B

Regulatory assets under management

Employees

15,424

1,991,043 client accounts

Services offered by FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Mark Barry offer?

Kevin Mark Barry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Kevin Mark Barry's credentials?

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

Where is Kevin Mark Barry located?

Kevin Mark Barry is based in BOSTON, Massachusetts, working with FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Kevin Mark Barry charge for services?

Kevin Mark Barry's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC?

FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC has approximately 15424 employees and manages $818.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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