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Barry Marc Misbin

THE CAPITAL GROUP INVESTMENT ADVISORS INC·CRANSTON, Rhode Island
SIE, Series 7, Series 24, Series 27, Series 63, Series 65, Series 99TOClean record25 years registeredTHE CAPITAL GROUP INVESTMENT ADVISORS INC
1220 PONTIAC AVENUE, CRANSTON, RI 02920CRD# 1909938Firm CRD# 129615

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Barry Marc Misbin · CRANSTON, RI
Registration
CRD #1909938 · THE CAPITAL GROUP INVESTMENT ADVISORS INC · 25 years registered
Brand Profile
Not yet started
01

Career History

FORTUNE FINANCIAL SERVICES, INC.
Oct 2020 – present
THE CAPITAL GROUP
Jun 2001 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 63
Series 65
Series 99TO
Registration record
First registered · June 20, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE CAPITAL GROUP INVESTMENT ADVISORS INC
CRD 129615 · SEC 801-69517
AUM
$59M
Regulatory assets under management
Employees
1
467 client accounts
Services offered by THE CAPITAL GROUP INVESTMENT ADVISORS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE CAPITAL GROUP INVESTMENT ADVISORS INC →
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05

Frequently Asked Questions

What services does Barry Marc Misbin offer?
Barry Marc Misbin specializes in Financial Planning, Investment Management. Contact their office in CRANSTON, Rhode Island for a consultation.
What are Barry Marc Misbin's credentials?
Barry Marc Misbin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barry Marc Misbin located?
Barry Marc Misbin is based in CRANSTON, Rhode Island, working with THE CAPITAL GROUP INVESTMENT ADVISORS INC. Their office serves clients in the CRANSTON metropolitan area and surrounding communities.
How does Barry Marc Misbin charge for services?
Barry Marc Misbin's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE CAPITAL GROUP INVESTMENT ADVISORS INC?
THE CAPITAL GROUP INVESTMENT ADVISORS INC has approximately 1 employees and manages $59M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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