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Michael E. Barry

CULVERT CAPITAL LLC
DOWNERS GROVE, IL 60515
Some features on this profile are disabled
CRD#: 1971845
MB

Professional summary


Michael Edward Barry is a registered financial professional currently at CULVERT CAPITAL LLC located in Downers Grove, Illinois.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1989. Michael has worked at 10 firms and has passed the Series 63, Series 99TO, Series 7TO, Series 57TO, SIE, Series 7, Series 14, Series 24 and Series 4 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 Michael Edward 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 17, 2024 - Present

CULVERT CAPITAL LLC

Office #1: 4901 Forest Ave Suite C, Downers Grove, IL 60515Office #2: 4901 Forest Ave Suite C, Downers Grove, IL 60515
BD
CRD#: 313898
DOWNERS GROVE, IL
Past

January 24, 2025 - October 24, 2025

STG SECURITIES, LLC

BD
CRD#: 322438
Chicago, IL
Past

November 7, 2023 - December 3, 2023

NATISA SECURITIES LLC

BD
CRD#: 323904
WESTCHESTER, IL
Past

November 30, 2022 - March 5, 2023

MBX CLEARING LLC

BD
CRD#: 321223
FARMINGTON HILLS, MI
Past

March 1, 2022 - January 10, 2023

DNA SECURITIES LLC

BD
CRD#: 312799
Chicago, IL
Past

March 2, 2020 - February 7, 2024

DOUGALL & ASSOCIATES INC.

BD
CRD#: 42324
SAINT JOHN, IN
Past

February 22, 2019 - April 14, 2023

SUMO CAPITAL, LLC

BD
CRD#: 146310
CHICAGO, IL
Past

September 20, 2002 - April 17, 2014

MEB OPTIONS, LLC

BD
CRD#: 113332
CHICAGO, IL
Past

August 21, 1998 - November 20, 2000

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
CHICAGO, IL
Past

November 22, 1989 - August 6, 1998

FIRST OPTIONS OF CHICAGO, INC.

BD
CRD#: 13822
CHICAGO, IL

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/30/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 11/7/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 2/22/2019
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/12/2019
General Securities Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CC
CULVERT CAPITAL LLC
CULVERT CAPITAL LLC

CRD#: 313898 / SEC#: , 8-70695

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


Main Address
4901 Forest Ave Suite C, Downers Grove, IL 60515
Mailing Address
4901 Forest Ave Suite C, Downers Grove, IL 60515
Phone number
(312) 498-4667
Established
Delaware since 03/03/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WATERSHED TECHNOLOGIES LLCSOLE MEMBER
BARRY, MICHAEL EDWARDCEO, PRINCIPAL1971845
CARROLL, JOHN DAVIDCHIEF COMPLIANCE OFFICER5823357
CARROLL, JOHN DAVIDFINOP5823357
CARROLL, JOHN DAVIDPRINCIPAL FINANCIAL OFFICER5823357

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CULVERT CAPITAL LLC

CRD#: 313898Downers Grove, IL 60515

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