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Whitney E. Holland

BARRY INVESTMENT ADVISORS, LLC·NEW BEDFORD, Massachusetts
Series 65Clean record1 years registeredBARRY INVESTMENT ADVISORS, LLC
128 UNION STREET, NEW BEDFORD, MA 02740CRD# 7892028Firm CRD# 144955

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Whitney E. Holland · NEW BEDFORD, MA
Registration
CRD #7892028 · BARRY INVESTMENT ADVISORS, LLC · 1 years registered
Brand Profile
Not yet started
01

Career History

BARRY INVESTMENT ADVISORS, LLC
Aug 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 21, 2024
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BARRY INVESTMENT ADVISORS, LLC
CRD 144955 · SEC 801-68447
AUM
$655M
Regulatory assets under management
Employees
11
1,487 client accounts
Services offered by BARRY INVESTMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BARRY INVESTMENT ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Whitney E. Holland offer?
Whitney E. Holland specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW BEDFORD, Massachusetts for a consultation.
What are Whitney E. Holland's credentials?
Whitney E. Holland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Whitney E. Holland located?
Whitney E. Holland 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 Whitney E. Holland charge for services?
Whitney E. Holland'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

Joseph Michael Barry
NEW BEDFORD, MA
Kathy Ann Alves
NEW BEDFORD, MA
Patrick John Barry
NEW BEDFORD, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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