AdvisorOS Directory
Claim Profile
KB

Kevin Fredric Barry

BROADSTONE ASSET MANAGEMENT, LLC·ROCHESTER, New York
Unclaimed Profile
800 CLINTON SQUARE, ROCHESTER, NY 14604CRD# 6028153Firm CRD# 281847
01

About

Kevin Fredric Barry is a registered financial advisor based in ROCHESTER, New York, affiliated with BROADSTONE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
BROADSTONE ASSET MANAGEMENT, LLC
BROADSTONE ASSET MANAGEMENT, LLC
AUM
$3.4B
Regulatory assets under management
Employees
90
Total firm employees
View all advisors at BROADSTONE ASSET MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: ACQUISITION/DISPOSITION FEES AND MARKETING FEES
Regulatory
SEC/IARD CRD# 6028153
Firm CRD# 281847
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ROCHESTER?

Browse all registered financial advisors in ROCHESTER, New York or claim this profile if it's yours.

Browse ROCHESTER AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kevin Fredric Barry offer?
Kevin Fredric Barry specializes in Investment Management, Retirement Planning. Contact their office in ROCHESTER, New York for a consultation.
What are Kevin Fredric Barry's credentials?
Kevin Fredric Barry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Fredric Barry located?
Kevin Fredric Barry is based in ROCHESTER, New York, working with BROADSTONE ASSET MANAGEMENT, LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Kevin Fredric Barry charge for services?
Kevin Fredric Barry's firm is compensated through percentage of aum, other: acquisition/disposition fees and marketing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROADSTONE ASSET MANAGEMENT, LLC?
BROADSTONE ASSET MANAGEMENT, LLC has approximately 90 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ROCHESTER
Michael Richard Colao — HR BENEFIT ADVISORS, LTD.Gary Stuart Mink — HR BENEFIT ADVISORS, LTD.Matthew Justin Malgari — L2 ASSET MANAGEMENT, LLCNathan Haynes Przybylo — L2 ASSET MANAGEMENT, LLCWilliam Gerard Shaheen — W.G.SHAHEEN & ASSOCIATES,LTD.
Nearby cities in New York
NEW YORK (19803)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)
City Guides
NEW YORK GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE GuideBUFFALO Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile