AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
LB

Lisbeth R. Barron

INDEPENDENT BROKERAGE SOLUTIONS LLC
New York, NY 10151
Some features on this profile are disabled
CRD#: 1555326
LB

Professional summary


Lisbeth Rae Barron is a registered financial professional currently at INDEPENDENT BROKERAGE SOLUTIONS LLC located in New York, New York.

Lisbeth is registered as a RR (Registered Representative) and started their career in finance in 1989. Lisbeth 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


None

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 Lisbeth Rae Barron's CRS (Customer Relationship Summary).
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

December 28, 2015 - Present

INDEPENDENT BROKERAGE SOLUTIONS LLC

Office #1: 745 Fifth Avenue 5th Floor, New York, NY 10151
BD
CRD#: 153563
New York, NY
Past

May 21, 2010 - December 28, 2015

BERENSON & COMPANY, LLC

BD
CRD#: 28016
NEW YORK, NY
Past

June 20, 2008 - January 5, 2010

CENTERVIEW PARTNERS LLC

BD
CRD#: 133796
NEW YORK, NY
Past

April 29, 1997 - June 9, 2008

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

January 3, 1995 - March 19, 1997

SBC WARBURG, INC.

BD
CRD#: 23745
NEW YORK, NY
Past

July 12, 1994 - January 3, 1995

SBCI SWISS BANK CORPORATION INVESTMENT BANKING INC.

BD
CRD#: 4341
NEW YORK, NY
Past

April 20, 1990 - July 1, 1994

S.G. WARBURG & CO. INC.

BD
CRD#: 1483
NEW YORK, NY
Past

May 23, 1989 - January 31, 1990

MCKINLEY ALLSOPP, INC.

BD
CRD#: 13098

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
California
(12/28/2015)
RR
Florida
(3/31/2016)
RR
New York
(12/28/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 2/11/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


IB
INDEPENDENT BROKERAGE SOLUTIONS LLC
INDEPENDENT BROKERAGE SOLUTIONS LLC | SDDCO BROKERAGE ADVISORS LLC

CRD#: 153563 / SEC#: , 8-68549

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
485 Madison Avenue 15th Floor, New York, NY 10022
Mailing Address
485 Madison Avenue 15th Floor, New York, NY 10022
Phone number
(212) 751-4424
Established
New York since 12/21/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DFP PARTNERS CPA, P.C.MEMBER
FORTINO, ANGELINAFINOP/ PFO/CFO6869135
STEINBERG, MICHAEL NMNCEO/CCO1062776

Disclosures


Regulatory Event1

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


INDEPENDENT BROKERAGE SOLUTIONS LLC

CRD#: 153563New York, NY 10151

TRUST BUT VERIFY

Monitor Lisbeth Barron

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics