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Patrick John Barry

BARRY INVESTMENT ADVISORS, LLC·NEW BEDFORD, Massachusetts
Clean recordBARRY INVESTMENT ADVISORS, LLC
128 UNION STREET, NEW BEDFORD, MA 02740CRD# 4579414Firm CRD# 144955

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick John Barry · NEW BEDFORD, MA
Registration
CRD #4579414 · BARRY INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick John Barry is a registered financial advisor based in NEW BEDFORD, Massachusetts, affiliated with BARRY INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BARRY INVESTMENT ADVISORS, LLC
BARRY INVESTMENT ADVISORS, LLC
AUM
$655M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at BARRY INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4579414
Firm CRD# 144955
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick John Barry offer?
Patrick John Barry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW BEDFORD, Massachusetts for a consultation.
What are Patrick John Barry's credentials?
Patrick John Barry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick John Barry located?
Patrick John Barry is based in NEW BEDFORD, Massachusetts, working with BARRY INVESTMENT ADVISORS, LLC. Their office serves clients in the NEW BEDFORD metropolitan area and surrounding communities.
How does Patrick John Barry charge for services?
Patrick 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 BARRY INVESTMENT ADVISORS, LLC?
BARRY INVESTMENT ADVISORS, LLC has approximately 11 employees and manages $655M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BARRY INVESTMENT ADVISORS, LLC

Jeanine Marie Barry
NEW BEDFORD, MA
Kathy Ann Alves
NEW BEDFORD, MA
Whitney E. Holland
NEW BEDFORD, MA
Joseph Michael Barry
NEW BEDFORD, MA
Pamela A. Barry
NEW BEDFORD, MA
Sharon Lee Elston
NEW BEDFORD, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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