Brian M. Barish

CAMBIAR INVESTORS

DENVER, CO 80206

Some features on this profile are disabled

CRD#: 2296615

Professional summary

Brian Mitchell Barish is a registered financial advisor currently at CAMBIAR INVESTORS, LLC located in Denver, Colorado.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Brian has worked at 3 firms and has passed the Series 63, Series 16, Series 7 and Series 24 exams.

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 Brian Mitchell Barish'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

January 1, 1999 - Present

CAMBIAR INVESTORS, LLC

Office #1: 200 columbine street Suite 800, Denver, CO 80206

RIA

CRD#: 115093

DENVER, CO

Past

April 15, 1993 - February 12, 1997

LAZARD FRERES & CO. LLC

CRD#: 2528

NEW YORK, NY

Past

February 4, 1993 - April 6, 1993

J.P. MORGAN SECURITIES LLC

CRD#: 79

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".

CAMBIAR INVESTORS, LLC

CRD#: 115093 / SEC#: 801-60541

RIA

Registered Investment Advisory firm - (9/6/2001 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

Colorado
(1/1/1999)

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

Series 63

Date: 7/7/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 16

Date: 5/6/1994

NYSE Supervisory Analyst Examination

General Industry/Product Exam

Series 7

Date: 2/2/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/1/1996

General Securities Principal Examination

Current Firm

CAMBIAR INVESTORS, LLC

CRD#: 115093 / SEC#: 801-60541

RIA

Registered Investment Advisory firm - (9/6/2001 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

200 Columbine Street Suite 800, Denver, CO 80206

Mailing Address

Phone number

(888) 673-9950

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAMBIAR PART 2A MARCH 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	6,627
AUM (Assets Under Management)	$ 3,252,556,123

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2024	Cover Page	Report
08/16/2023	Cover Page	Report
09/28/2022	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.

Similar Advisors

Craig Johlfs

LPL FINANCIAL LLC

IAR

Greenwood Village, CO

Ralph Jones

OPPENHEIMER & CO. INC.

IAR

Denver, CO

Lorie Jones

TANDEM FINANCIAL, LLC

IAR

GREENWOOD VILLAGE, CO

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brian M. Barish

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Mitchell Barish's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAZARD FRERES & CO. LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

CAMBIAR INVESTORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/7/1993

Series 16

Date: 5/6/1994

Series 7

Date: 2/2/1993

Series 24

Date: 7/1/1996

Current Firm

CAMBIAR INVESTORS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAMBIAR INVESTORS, LLC

TRUST BUT VERIFY

Similar Advisors