Barry V. Munro

MUNRO LEGACY PLANNERS LLC

Woodstock, GA 30188

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CRD#: 1142131

Professional summary

Barry Vigilanti Munro, who also goes by Barry Frank Munro, Barry Frank VIgilanti, Barry Frank Viglianti, is a registered financial advisor currently at MUNRO LEGACY PLANNERS LLC located in Woodstock, Georgia.

Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Barry has worked at 5 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Barry Frank Munro | Barry Frank Vigilanti | Barry Frank Viglianti

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.

Name: Federal Benefit Advocates Investment related: yes Address: Woodstock, GA Nature: Helping federal employees understand benefits Position: Senior Benefit Analyst Start date: 08/2016 Approximately 20% of overall time. Name: Independent Insurance Agent Investment related: yes Address: Woodstock, GA Nature: Insurance products and services Position: Insurance Agent Start date: 11/2000 Approximately 20% of overall time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Vigilanti Munro'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®

None

Experience

Current

November 24, 2010 - Present

MUNRO LEGACY PLANNERS LLC

Office #1: 321 Creekstone Ridge, Woodstock, GA 30188

RIA

CRD#: 155079

Woodstock, GA

Past

September 2, 2009 - July 2, 2010

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

MINNEAPOLIS, MN

Past

May 15, 2009 - July 22, 2009

ENVISION INVESTMENT ADVISORS, LLC

RIA

CRD#: 143667

MARIETTA, GA

Past

September 24, 2007 - December 31, 2008

ENVISION INVESTMENT ADVISORS, LLC

RIA

CRD#: 143667

MARIETTA, GA

Past

September 10, 2004 - June 28, 2006

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

MARIETTA, GA

Past

July 5, 1983 - May 5, 1999

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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

Georgia
(11/24/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/27/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/5/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/9/2004

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 10/29/1996

Investment Company Products/Variable Contracts Principal Examination

Current Firm

MUNRO LEGACY PLANNERS LLC

MUNRO LEGACY PLANNERS INC. | MUNRO LEGACY PLANNERS LLC

CRD#: 155079 / SEC#:

Georgia

Registered Investment Advisory firm - (9/22/2010 Approved)

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Contact information

Main Address

321 Creekstone Ridge, Woodstock, GA 30188

Mailing Address

Phone number

(770) 321-6648

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Barry V. Munro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Vigilanti Munro's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUNRO LEGACY PLANNERS LLC

QUESTAR ASSET MANAGEMENT, INC.

ENVISION INVESTMENT ADVISORS, LLC

ENVISION INVESTMENT ADVISORS, LLC

AVANTAX INVESTMENT SERVICES, INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/27/2007

Series 63

Date: 8/5/2005

Series 6

Date: 9/9/2004

Series 26

Date: 10/29/1996

Current Firm

MUNRO LEGACY PLANNERS LLC

Contact information

Documents

Red Flags

Company Information

MUNRO LEGACY PLANNERS LLC

TRUST BUT VERIFY

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