Barry L. Conover

STRATEGIC ADVISERS

SANFORD, NC

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CRD#: 2175170

Professional summary

Barry L. Conover, who also goes by Barry L Conover, Barry Lawrence Conover, Barry Conover, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Sanford, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Durham, North Carolina.

Barry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Barry has worked at 16 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Barry L Conover | Barry Lawrence Conover | Barry Conover

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 L. Conover'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

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 100 New Millennium Way, Durham, NC 27709

RIA

CRD#: 104555

SANFORD, NC

Current

November 9, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 100 New Millennium Way, Durham, NC 27709

CRD#: 7784

Durham, NC

Past

December 8, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

DURHAM, NC

Past

August 4, 2021 - October 19, 2021

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

RALEIGH, NC

Past

July 29, 2021 - October 19, 2021

MML INVESTORS SERVICES, LLC

CRD#: 10409

RALEIGH, NC

Past

June 7, 2019 - June 18, 2021

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

RALEIGH, NC

Past

June 7, 2019 - June 18, 2021

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

RALEIGH, NC

Past

June 13, 2014 - April 29, 2019

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

CHARLOTTE, NC

Past

June 12, 2014 - April 29, 2019

PRUCO SECURITIES, LLC.

CRD#: 5685

CHARLOTTE, NC

Past

November 20, 2006 - June 13, 2014

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

RALEIGH, NC

Past

November 20, 2006 - June 13, 2014

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

RALEIGH, NC

Past

August 30, 2006 - November 13, 2006

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

CHESTER, NJ

Past

August 30, 2006 - November 13, 2006

EQUITABLE ADVISORS, LLC

CRD#: 6627

CHESTER, NJ

Past

June 6, 2006 - August 18, 2006

WADDELL & REED

RIA

CRD#: 866

MORRISTOWN, NJ

Past

June 6, 2006 - August 18, 2006

WADDELL & REED

CRD#: 866

MORRISTOWN, NJ

Past

June 3, 2004 - May 26, 2006

FIRST MONTAUK SECURITIES CORP.

RIA

CRD#: 13755

LANDING, NJ

Past

May 28, 2004 - May 26, 2006

FIRST MONTAUK SECURITIES CORP.

CRD#: 13755

LANDING, NJ

Past

October 30, 2003 - June 1, 2004

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

January 14, 2003 - August 5, 2003

CITISTREET FINANCIAL SERVICES LLC

RIA

CRD#: 107311

WOODBRIDGE, NJ

Past

November 18, 2002 - August 5, 2003

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

Past

October 1, 2000 - December 3, 2002

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

September 30, 1998 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

August 14, 1995 - September 29, 1998

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

December 6, 1994 - July 18, 1995

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

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".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 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.

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

Alabama
(11/17/2021)

Alaska
(11/15/2021)

Arizona
(11/19/2021)

Arkansas
(11/10/2021)

California
(11/9/2021)

Colorado
(11/15/2021)

Connecticut
(11/9/2021)

Delaware
(11/10/2021)

District of Columbia
(11/17/2021)

Florida
(11/10/2021)

Georgia
(11/10/2021)

Hawaii
(11/10/2021)

Idaho
(11/9/2021)

Illinois
(12/16/2021)

Indiana
(11/17/2021)

Iowa
(11/9/2021)

Kansas
(11/9/2021)

Kentucky
(11/12/2021)

Louisiana
(11/16/2021)

Maine
(11/9/2021)

Maryland
(11/10/2021)

Massachusetts
(12/1/2021)

Michigan
(11/15/2021)

Minnesota
(11/12/2021)

Mississippi
(11/12/2021)

Missouri
(11/10/2021)

Montana
(11/26/2021)

Nebraska
(11/10/2021)

Nevada
(11/24/2021)

New Hampshire
(11/15/2021)

New Jersey
(11/10/2021)

New Mexico
(11/11/2021)

New York
(11/17/2021)

North Carolina
(11/10/2021)

IAR

North Carolina
(3/31/2025)

North Dakota
(11/15/2021)

Ohio
(11/9/2021)

Oklahoma
(11/10/2021)

Oregon
(11/17/2021)

Pennsylvania
(11/10/2021)

Puerto Rico
(11/15/2021)

Rhode Island
(11/12/2021)

South Carolina
(11/23/2021)

South Dakota
(11/29/2021)

Tennessee
(11/10/2021)

Texas
(11/9/2021)

IAR

Texas
(3/31/2025)

Utah
(11/12/2021)

Vermont
(11/10/2021)

Virginia
(11/10/2021)

Washington
(11/10/2021)

West Virginia
(11/18/2021)

Wisconsin
(11/11/2021)

Wyoming
(11/19/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/29/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/27/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/27/1991

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Barry L. Conover

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry L. Conover's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

WADDELL & REED

WADDELL & REED

FIRST MONTAUK SECURITIES CORP.

FIRST MONTAUK SECURITIES CORP.

EMPOWER FINANCIAL SERVICES, INC.

CITISTREET FINANCIAL SERVICES LLC

CITISTREET EQUITIES LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION BROKERAGE SERVICES, INC.

PRUDENTIAL EQUITY GROUP, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/29/1995

Series 63

Date: 1/27/1994

SIE

Date: 10/1/2018

Series 7

Date: 8/27/1991

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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