BP
Barry N. Paster
BRIDGE CREEK CAPITAL MANAGEMENT LLC
WEST BARNSTABLE, MA 02668-0648
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CRD#: 2572318
BP
Professional summary
Barry Nathan Paster is a registered financial advisor currently at BRIDGE CREEK CAPITAL MANAGEMENT LLC located in West Barnstable, Massachusetts and WAVERLY ADVISORS, LLC located in West Barnstable, Massachusetts.
Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Barry has worked at 3 firms and has passed the Series 65 exam.
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.
NEWSPAPER COLUMN IN BUSINESS SECTION OF LOCAL DAILY PAPER, INDEPENDENT CONTRACTOR SINCE 1/1996 OUT OF HOME ADDRESS. FIVE HOURS PER MONTH, NONE DURING SECURITIES TRADING HOURS. I WRITE A BUSINESS COLUMN TWO TIMES A MONTH FOR THE CAPE COD TIMES.
CRS (Client Relationship Summary) - RIA
Click below to view Barry Nathan Paster'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®
NoneExperience
Current
September 11, 2006 - Present
BRIDGE CREEK CAPITAL MANAGEMENT LLC
Office #1: 1095 Main Street, West Barnstable, MA 02668-0648RIA
CRD#: 141001
WEST BARNSTABLE, MA
Current
November 7, 2025 - Present
WAVERLY ADVISORS, LLC
Office #1: 1095 Main Street (route 6a), West Barnstable, MA 02668RIA
CRD#: 115332
WEST BARNSTABLE, MA
Past
October 4, 2002 - December 31, 2002
WARREN ASSET MANAGEMENT
RIA
CRD#: 110241
WEST BARNSTABLE, MA
Past
April 14, 1994 - September 8, 2006
WARREN ASSET MANAGEMENT
RIA
CRD#: 110241
WEST BARNSTABLE, MA
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".
WA
WAVERLY ADVISORS, LLC
401K COMPLETE | WAVERLY ADVISORS, LLC | WARREN, AVERETT, KIMBROUGH AND MARINO WEALTH MANAGEMENT, LLC | WARREN AVERETT WILSON PRICE WEALTH MANAGEMENT | WARREN AVERETT WEALTH MANAGEMENT | WARREN AVERETT O'SULLIVAN CREEL WEALTH MANAGEMENT | WARREN AVERETT KIMBROUGH & MARINO WEALTH MANAGEMENT | WARREN AVERETT INSTITUTIONAL CONSULTING | WARREN AVERETT FAMILY OFFICE | WARREN AVERETT ASSET MANAGEMENT, LLC | WAKM FINANCIAL ADVISORS, LLC | WA ASSET MANAGEMENT, LLC | MCSHANE PARTNERS
CRD#: 115332 / SEC#: 801-60741
RIA
Registered Investment Advisory firm - (11/30/2001 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
Massachusetts(9/11/2006)
Current Firm
WA
WAVERLY ADVISORS, LLC
401K COMPLETE | WAVERLY ADVISORS, LLC | WARREN, AVERETT, KIMBROUGH AND MARINO WEALTH MANAGEMENT, LLC | WARREN AVERETT WILSON PRICE WEALTH MANAGEMENT | WARREN AVERETT WEALTH MANAGEMENT | WARREN AVERETT O'SULLIVAN CREEL WEALTH MANAGEMENT | WARREN AVERETT KIMBROUGH & MARINO WEALTH MANAGEMENT | WARREN AVERETT INSTITUTIONAL CONSULTING | WARREN AVERETT FAMILY OFFICE | WARREN AVERETT ASSET MANAGEMENT, LLC | WAKM FINANCIAL ADVISORS, LLC | WA ASSET MANAGEMENT, LLC | MCSHANE PARTNERS
CRD#: 115332 / SEC#: 801-60741
RIA
Registered Investment Advisory firm - (11/30/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
600 University Park Place Suite 501, Birmingham, AL 35209
Mailing Address
Phone number
(205) 871-3334
Established
Firm type
Fiscal year end
# of Employees
371
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 34,313 |
| AUM (Assets Under Management) | $ 28,263,743,199 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/27/2025 | ||
| 02/16/2024 | ||
| 06/15/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WAVERLY ADVISORS, LLC
CRD#: 115332West Barnstable, MA 02668-0648TRUST BUT VERIFY
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