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Sharon Lee Elston

BARRY INVESTMENT ADVISORS, LLC·NEW BEDFORD, Massachusetts
Unclaimed Profile
128 UNION STREET, NEW BEDFORD, MA 02740CRD# 6775033Firm CRD# 144955
01

About

Sharon Lee Elston 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
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# 6775033
Firm CRD# 144955
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sharon Lee Elston offer?
Sharon Lee Elston specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW BEDFORD, Massachusetts for a consultation.
What are Sharon Lee Elston's credentials?
Sharon Lee Elston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sharon Lee Elston located?
Sharon Lee Elston 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 Sharon Lee Elston charge for services?
Sharon Lee Elston'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 in NEW BEDFORD
Joseph Michael Barry — BARRY INVESTMENT ADVISORS, LLCPatrick John Barry — BARRY INVESTMENT ADVISORS, LLCPamela A. Barry — JOSEPH BARRY CO., LLCJeanine Marie Barry — BARRY INVESTMENT ADVISORS, LLCKathy Ann Alves — BARRY INVESTMENT ADVISORS, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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