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BV

Barry S. Volpert

CRESTVIEW PARTNERS
NEW YORK, NY 10011
Some features on this profile are disabled
CRD#: 1659566
BV

Professional summary

Barry Stuart Volpert is a registered financial advisor currently at CRESTVIEW PARTNERS located in New York, New York.

Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Barry has worked at 2 firms and has passed the Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Barry Stuart Volpert'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

April 10, 2012 - Present

CRESTVIEW PARTNERS

Office #1: 667 Madison Ave. 10th Floor, New York, NY 10011
RIA
CRD#: 157488
NEW YORK, NY
Past

April 29, 1987 - September 18, 2003

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

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".
CP
CRESTVIEW PARTNERS
CRESTVIEW ADVISORS, L.L.C. | CRESTVIEW PARTNERS | CRESTVIEW ADVISORS, LLC

CRD#: 157488 / SEC#: 801-73897

RIA
Registered Investment Advisory firm - (3/30/2012 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
Texas
(4/10/2012)

Exams

General Industry/Product Exam
RR
Series 7
Date: 4/25/1987
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/16/1995
General Securities Principal Examination

Current Firm

CP
CRESTVIEW PARTNERS
CRESTVIEW ADVISORS, L.L.C. | CRESTVIEW PARTNERS | CRESTVIEW ADVISORS, LLC

CRD#: 157488 / SEC#: 801-73897

RIA
Registered Investment Advisory firm - (3/30/2012 Approved)
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Contact information

Main Address
590 Madison Avenue 42nd Fl, New York, NY 10022-8531
Mailing Address
Phone number
(212) 906-0700
Established
Firm type
Fiscal year end
# of Employees
38

SEC notice filing (2 States and Territories)

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

Documents

Latest Form ADV

Part 2 Brochures

CRESTVIEW ADVISORS FORM ADV PART 2A MARCH 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts36
AUM (Assets Under Management)$ 7,862,786,282

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

CRESTVIEW PARTNERS

CRD#: 157488New York, NY 10011

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