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BS

Barry F. Steinman

DELRAY BEACH, FL
CRD#: 1962590
Some features on this profile are disabled
BS
Barry Foster Steinman

Professional summary

Barry Foster Steinman, who also goes by Barry Foster Steinman, Barry Steinman, was a registered financial advisor .

Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Barry had worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 3 and Series 30 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Barry Foster Steinman | Barry Steinman

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)

The CRS(Customer Relationship Summary) document is not provided.

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

June 26, 2026 - Present

DELRAY BEACH, FL
Past

August 5, 2019 - June 3, 2020

HOLLISTER ASSOCIATES, LLC

BD
CRD#: 173366
MOUNT PLEASANT, SC
Past

July 11, 2011 - January 18, 2013

RONIN CAPITAL, LLC

BD
CRD#: 118428
CHICAGO, IL

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
Iowa
(6/26/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/22/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/5/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/2/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/2/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 11/3/2018
National Commodity Futures Examination
Principal/Supervisory Exam
RR
Series 30
Date: 12/8/2018
NFA Branch Manager Examination

Current firm

No current employment

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

No current employment

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