Barry Investment Advisors, LLC

Barry Investment Advisors, LLC (CRD# 144955) is a financial advisory firm headquartered in New Bedford, MA. They manage $656,924,508 in 1,477 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    657
    MILLION
  • Total Number of Accounts
    1,477
    ACCOUNTS
  • Average Account Value
    $444,769
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, LA, MA, MD, NH, NJ, NY, RI, TX, VA

Financial Advisors at Barry Investment Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Kathy A. Alves
CRD#: 2154550
128 Union Street, Suite 507, New Bedford, MA 02740

Kathy Alves (CRD# 2154550) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 32 years of experience in the finance industry.

2
Joseph M. Barry
CRD#: 13724
128 Union Street, Suite 507, New Bedford, MA 02740

Joseph Barry (CRD# 13724) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 36 years of experience in the finance industry.

3
Patrick J. Barry
CRD#: 4579414
128 Union Street, Suite 507, New Bedford, MA 02740

Patrick Barry (CRD# 4579414) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 21 years of experience in the finance industry.

4
Elizabeth M. Garvey
CRD#: 4547708
128 Union Street, Suite 507, New Bedford, MA 02740

Elizabeth Garvey (CRD# 4547708) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 18 years of experience in the finance industry.

5
Tyler C. Craig
CRD#: 7698864
128 Union Street, Suite 507, New Bedford, MA 02740

Tyler Craig (CRD# 7698864) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has 1 year of experience in the finance industry.

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