Barry L. Metrokas-kamison

BROOKWOOD INVESTMENT GROUP

Dresher, PA

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CRD#: 2239741

Professional summary

Barry L Metrokas-kamison, who also goes by Barry L Kamison, Barry L. Metrokas-kamison, is a registered financial advisor currently at BROOKWOOD INVESTMENT GROUP located in Dresher, Pennsylvania.

Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Barry has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Barry L Kamison | Barry L. Metrokas-Kamison

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.

LICENSED INSURANCE PRODUCER; 1414 MALCOLM DRIVE; DRESHER, PA 19025; INSURANCE AGENT OFFERING FIXED ANNUITIES, DISABILITY, HEALTH, LIFE, EMPLOYEE BENEFITS AND LONG TERM CARE; 5 HOURS PER MONTH, OF WHICH ALL HOURS PER MONTH ARE DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry L Metrokas-kamison'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

June 2, 2025 - Present

BROOKWOOD INVESTMENT GROUP

RIA

CRD#: 316544

Dresher, PA

Past

November 20, 2023 - March 31, 2025

REDWOOD PRIVATE WEALTH

RIA

CRD#: 312942

DRESHER, PA

Past

August 2, 2022 - November 22, 2023

CORECAP ADVISORS

RIA

CRD#: 158819

Dresher, PA

Past

December 11, 2013 - November 22, 2023

CORECAP INVESTMENTS, LLC

CRD#: 37068

SOUTHFIELD, MI

Past

November 18, 2011 - December 18, 2013

QUESTAR CAPITAL CORPORATION

CRD#: 43100

DRESHER, PA

Past

April 1, 2009 - December 31, 2011

CPI CAPITAL

CRD#: 44575

VOORHEES, NJ

Past

January 2, 2009 - April 2, 2009

SECURITIES AMERICA, INC.

CRD#: 10205

DRESHER, PA

Past

November 16, 2006 - December 31, 2008

EPLANNING SECURITIES, INC.

CRD#: 46000

DRESHER, PA

Past

January 10, 2002 - November 22, 2006

ONEAMERICA SECURITIES, INC.

CRD#: 4173

INDIANAPOLIS, IN

Past

November 22, 1999 - January 2, 2002

CAPITAL STRATEGIES LIMITED

CRD#: 10253

PHILADELPHIA, PA

Past

May 18, 1992 - December 3, 1999

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

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".

BROOKWOOD INVESTMENT GROUP

CRD#: 316544 / SEC#: 801-122508

RIA

Registered Investment Advisory firm - (10/18/2021 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

Pennsylvania
(6/2/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/28/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/12/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 22

Date: 7/30/1996

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 5/15/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BROOKWOOD INVESTMENT GROUP

CRD#: 316544 / SEC#: 801-122508

RIA

Registered Investment Advisory firm - (10/18/2021 Approved)

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Contact information

Main Address

3930 E. Ray Road Suite 155, Phoenix, AZ 85044

Mailing Address

Phone number

(480) 646-3504

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROOKWOOD INVESTMENT GROUP FIRM BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	6,200
AUM (Assets Under Management)	$ 1,064,198,265

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. Metrokas-kamison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry L Metrokas-kamison's CRS (Customer Relationship Summary).

Certified licenses

Experience

REDWOOD PRIVATE WEALTH

CORECAP ADVISORS

CORECAP INVESTMENTS, LLC

QUESTAR CAPITAL CORPORATION

CPI CAPITAL

SECURITIES AMERICA, INC.

EPLANNING SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

CAPITAL STRATEGIES LIMITED

OSAIC FS, INC.

Primary Firm SEC Registration

BROOKWOOD INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 7/28/2022

Series 63

Date: 6/12/1992

SIE

Date: 10/1/2018

Series 22

Date: 7/30/1996

Series 6

Date: 5/15/1992

Current Firm

BROOKWOOD INVESTMENT GROUP

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BROOKWOOD INVESTMENT GROUP

TRUST BUT VERIFY

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