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RB

Richard J. Barry

BREAN CAPITAL
Darien, CT 06820
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CRD#: 1318874
RB

Professional summary


Richard John Barry, who also goes by Richard John Barry III, is a registered financial professional currently at BREAN CAPITAL, LLC located in Darien, Connecticut.

Richard is registered as a RR (Registered Representative) and started their career in finance in 1984. Richard has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard John Barry Iii

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Richard John Barry'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

May 18, 2015 - Present

BREAN CAPITAL, LLC

Office #1: 3 Thorndal Circle Suite 200, Darien, CT 06820
BD
CRD#: 23723
Darien, CT
Past

May 9, 2011 - March 5, 2015

KGS-ALPHA CAPITAL MARKETS, L.P.

BD
CRD#: 151705
NEW YORK, NY
Past

June 22, 2009 - May 25, 2011

ALADDIN CAPITAL LLC

BD
CRD#: 103766
STAMFORD, CT
Past

February 6, 2004 - January 8, 2009

PIPER SANDLER & CO.

BD
CRD#: 665
NEW YORK, NY
Past

October 26, 1998 - January 21, 2004

BROADPOINT DESCAP

BD
CRD#: 14997
NEW YORK, NY
Past

October 22, 1998 - March 29, 2000

ORMES CAPITAL MARKETS, INC.

BD
CRD#: 32351
NEW YORK, NY
Past

February 7, 1987 - March 30, 1998

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

November 21, 1984 - February 9, 1987

ADVEST, INC.

BD
CRD#: 10

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(5/18/2015)
RR
California
(5/18/2015)
RR
Colorado
(5/18/2015)
RR
Connecticut
(5/18/2015)
RR
Delaware
(5/18/2015)
RR
Florida
(5/18/2015)
RR
Georgia
(3/18/2024)
RR
Illinois
(5/18/2015)
RR
Indiana
(5/18/2015)
RR
Iowa
(5/18/2015)
RR
Kansas
(5/18/2015)
RR
Louisiana
(5/18/2015)
RR
Maine
(5/18/2015)
RR
Maryland
(5/18/2015)
RR
Massachusetts
(5/18/2015)
RR
Michigan
(5/18/2015)
RR
Minnesota
(5/18/2015)
RR
Missouri
(5/18/2015)
RR
New Hampshire
(5/18/2015)
RR
New Jersey
(5/18/2015)
RR
New York
(5/18/2015)
RR
North Carolina
(5/19/2015)
RR
Ohio
(5/18/2015)
RR
Oklahoma
(5/18/2015)
RR
Oregon
(5/18/2015)
RR
Pennsylvania
(5/18/2015)
RR
Puerto Rico
(5/18/2015)
RR
Rhode Island
(1/20/2023)
RR
South Carolina
(5/18/2015)
RR
Texas
(5/18/2015)
RR
Virginia
(5/18/2015)
RR
Wisconsin
(5/18/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 11/13/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


BC
BREAN CAPITAL, LLC
BREAN CAPITAL, LLC | NATIONAL LIQUIDATORS, INC | CARRET SECURITIES, LLC | CARRET SECURITIES, INC. | BREAN MURRAY, CARRET & CO., LLC.

CRD#: 23723 / SEC#: , 8-40742

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
505 Fifth Avenue 5th Floor, New York, NY 10017
Mailing Address
505 Fifth Avenue 5th Floor, New York, NY 10017
Phone number
(212) 702-6500
Established
Delaware since 02/03/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
BMUR HOLDINGS, LLCHOLDING COMPANY
HUNT FS HOLDINGS III, LLCHOLDING COMPANY
ALLURED LLCHOLDING COMPANY
LIZINATOR LLCHOLDING COMPANY
BREAN CAPITAL HOLDINGS, LLCHOLDING COMPANY
CORWEN, STEPHEN MILLERHEAD OF MBS/ABS SALES2943061
FINE, ROBERT MICHAELCHIEF EXECUTIVE OFFICER1450313
GUZMAN, JEFFREY MCHIEF COMPLIANCE OFFICER3095123
LAMARSH, JONATHAN ANDREWPRINCIPAL OPERATIONS OFFICER5436335
MACKLIN, JOHN TIMOTHYPRINCIPAL OPERATIONS OFFICER1446800
SARABELLA, ARNOLDCHIEF FINANCIAL OFFICER AND PRINCIPAL FINANCIAL OFFICER1717059
TIRSCHWELL, ROBERT MOYSEEXECUTIVE MANAGING DIRECTOR2230453

Disclosures


Regulatory Event12

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.

Company Information


BREAN CAPITAL, LLC

CRD#: 23723Darien, CT 06820

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