Unclaimed Profile

Barry Charles

MIIBG, LLC·POUGHKEEPSIE, New York

Clean recordMIIBG, LLC

278 MILL STREET, POUGHKEEPSIE, NY 12601CRD# 7292630Firm CRD# 310779

Profile Verification

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

Identity

Barry Charles · POUGHKEEPSIE, NY

Registration

CRD #7292630 · MIIBG, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Barry Charles is a registered financial advisor based in POUGHKEEPSIE, New York, affiliated with MIIBG, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

MIIBG, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at MIIBG, LLC →

Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7292630

Firm CRD# 310779

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Barry Charles offer?

Barry Charles specializes in Investment Management. Contact their office in POUGHKEEPSIE, New York for a consultation.

What are Barry Charles's credentials?

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

Where is Barry Charles located?

Barry Charles is based in POUGHKEEPSIE, New York, working with MIIBG, LLC. Their office serves clients in the POUGHKEEPSIE metropolitan area and surrounding communities.

How does Barry Charles charge for services?

Barry Charles'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 MIIBG, LLC?

MIIBG, LLC has approximately 7 employees. The firm is registered with the SEC as an investment adviser.

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