AdvisorOS Directory
Claim Profile
BD

Barry Wayne Dennis

STRATEGOS CAPITAL MANAGEMENT, LLC·PHILADELPHIA, Pennsylvania
Unclaimed Profile
2929 ARCH STREET, PHILADELPHIA, PA 19104CRD# 2973244Firm CRD# 155665
01

About

Barry Wayne Dennis is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with STRATEGOS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
STRATEGOS CAPITAL MANAGEMENT, LLC
STRATEGOS CAPITAL MANAGEMENT, LLC
AUM
$22M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at STRATEGOS CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2973244
Firm CRD# 155665
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PHILADELPHIA?

Browse all registered financial advisors in PHILADELPHIA, Pennsylvania or claim this profile if it's yours.

Browse PHILADELPHIA 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 Barry Wayne Dennis offer?
Barry Wayne Dennis specializes in Retirement Planning. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Barry Wayne Dennis's credentials?
Barry Wayne Dennis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barry Wayne Dennis located?
Barry Wayne Dennis is based in PHILADELPHIA, Pennsylvania, working with STRATEGOS CAPITAL MANAGEMENT, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Barry Wayne Dennis charge for services?
Barry Wayne Dennis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGOS CAPITAL MANAGEMENT, LLC?
STRATEGOS CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $22M 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 PHILADELPHIA
Francis Alexander Scott — GROSVENOR FUND MANAGEMENT INC.David Baker Rubenstein — RUBENSTEIN PARTNERS, L.P.Grant Rawdin — WESCOTT FINANCIAL ADVISORY GROUP LLCLydia Carreiro Sheckels — WESCOTT FINANCIAL ADVISORY GROUP LLCKimberley Ann Hocker — PENN CAPITAL MANAGEMENT COMPANY, INC.
Nearby cities in Pennsylvania
PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile