Barry O. Barlow
BARLOW WEALTH PARTNERS | Managing Director - Wealth Management
Louisville, KY 40207
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CRD#: 1006635
Professional summary
Barry Owens Barlow, who also goes by Barry Owen Barlow, is a registered financial advisor currently at BARLOW WEALTH PARTNERS, LLC located in Louisville, Kentucky.
Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Barry has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
We help our clients produce income streams they cannot outlive and wealth that can be passed along to future generations.
Question & Answer
What are your service offerings?
Trading individual securities
Trust & estate planning
Philanthropic services
Insurance
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Barry Owen Barlow
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I*39892 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: WEST END SCHOOL INVESTMENT RELATED: N ADDRESS OF BUSINESS: LOUISVILLE, KENTUCKY 40211 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 2/24/2011 NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 16 DUTIES: BOARDING SCHOOL FOR MIDDLE SCHOOL INNER CITY AFRICAN AMERICAN BOYS. I AM A BOARD MEMBER AND CHM OF FINANCE COMMITTE. 2) FOR PROFIT OR NOT FOR PROFIT: NA NAME OF OUTSIDE BUSINESS ORGANIZATION : CHARLES T BARLOW, SR TRUST UW INVESTMENT RELATED: NA ADDRESS OF BUSINESS: 509 COUNTRY LANE LOUISVILLE, KENTUCKY 40207 NATURE OF BUSINESS INVESTMENT ADVICE POSITION, TITLE, ASSOCIATION: TRUSTEE START DATE OF RELATIONSHIP:01/01/2006 NUMBER OF HOURS DEVOTED PER MONTH: 1-10 NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 DUTIES: FATHER'S TRUST
CRS (Client Relationship Summary) - RIA
Click below to view Barry Owens Barlow's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 21, 2023 - Present
BARLOW WEALTH PARTNERS, LLC
Office #1: 3700 Brownsboro Road, Louisville, KY 40207RIA
CRD#: 325308
Louisville, KY
Past
June 30, 2000 - April 25, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
LOUISVILLE, KY
Past
June 30, 2000 - April 25, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
LOUISVILLE, KY
Past
May 28, 1986 - July 13, 2000
J.J.B. HILLIARD, W.L. LYONS, LLC
BD
CRD#: 453
LOUISVILLE, KY
Past
September 11, 1981 - July 31, 1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BARLOW WEALTH PARTNERS, LLC
AMHERST ROAD WEALTH ADVISORS | BARLOW WEALTH PARTNERS, LLC | BARLOW WEALTH PARTNERS | AMHERST ROAD WEALTH ADVISORS, LLC
CRD#: 325308 / SEC#: 801-127506
RIA
Registered Investment Advisory firm - (3/23/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kentucky(4/21/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BARLOW WEALTH PARTNERS, LLC
AMHERST ROAD WEALTH ADVISORS | BARLOW WEALTH PARTNERS, LLC | BARLOW WEALTH PARTNERS | AMHERST ROAD WEALTH ADVISORS, LLC
CRD#: 325308 / SEC#: 801-127506
RIA
Registered Investment Advisory firm - (3/23/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3700 Brownsboro Road, Louisville, KY 40207
Mailing Address
Phone number
(502) 308-4270
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,404 |
| AUM (Assets Under Management) | $ 1,215,744,287 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BARLOW WEALTH PARTNERS, LLC
Managing Director - Wealth ManagementCRD#: 325308Louisville, KY 40207TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
