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Peter John Barry

BOFA ADVISORS, LLC·BOSTON, Massachusetts
SIE, Series 27, Series 99Clean recordBOFA ADVISORS, LLC
100 FEDERAL STREET, BOSTON, MA 02110CRD# 5872874Firm CRD# 107900

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter John Barry · BOSTON, MA
Registration
CRD #5872874 · BOFA ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99
02

Disclosure History

Clean record · no disclosure events on file

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

03

Firm Overview

Firm
BOFA ADVISORS, LLC
CRD 107900 · SEC 801-50372
AUM
$94.1B
Regulatory assets under management
Employees
63
171 client accounts
Services offered by BOFA ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
Nonprofits & Foundations
View all advisors at BOFA ADVISORS, LLC →
Introduction

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04

Frequently Asked Questions

What services does Peter John Barry offer?
Peter John Barry specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Peter John Barry's credentials?
Peter John Barry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter John Barry located?
Peter John Barry is based in BOSTON, Massachusetts, working with BOFA ADVISORS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Peter John Barry charge for services?
Peter John 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 BOFA ADVISORS, LLC?
BOFA ADVISORS, LLC has approximately 63 employees and manages $94.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BOFA ADVISORS, LLC

Linda Ann Douglas
BOSTON, MA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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