Robert L. Barry
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Leroy Barry, CFP®, who also goes by Bob Barry, Robert Barry, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1983. Robert had worked at 9 firms and has passed the Series 63, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 2, 2020 - December 31, 2022
BARRY CAPITAL MANAGEMENT, INC.
July 12, 2002 - December 31, 2019
BARRY CAPITAL MANAGEMENT, INC.
July 23, 1997 - July 31, 2000
CADARET, GRANT & CO., INC.
April 2, 1991 - June 5, 1996
CADARET, GRANT & CO., INC.
February 6, 1990 - December 10, 1990
PLANNED INVESTMENTS INC.
November 13, 1989 - February 21, 1990
FOCUS II SECURITIES, INC.
October 28, 1988 - June 5, 1996
CADARET, GRANT & CO., INC.
July 12, 1988 - November 17, 1988
FOCUS SECURITIES, INC.
February 17, 1988 - August 12, 1988
1717 CAPITAL MANAGEMENT COMPANY
October 19, 1987 - February 8, 1988
INTEGRATED RESOURCES EQUITY CORPORATION
January 23, 1985 - December 13, 1988
MOORE & SCHLEY/MEEKER SHARKEY GROUP INC.
July 22, 1983 - August 23, 1984
WOODBURY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
BARRY CAPITAL MANAGEMENT, INC.
CRD#: 119772 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 114 |
| AUM (Assets Under Management) | $ 28,805,906 |
Red Flags
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