Charles R. Barry

METRIC FINANCIAL

Atlanta, GA 30309

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CRD#: 2664084

Professional summary

Charles Richard Barry is a registered financial professional currently at METRIC FINANCIAL, LLC located in Atlanta, Georgia.

Charles is registered as a RR (Registered Representative) and started their career in finance in 1996. Charles has worked at 20 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7, Series 6, Series 26 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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 Charles Richard Barry'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

April 2, 2024 - Present

METRIC FINANCIAL, LLC

Office #1: 1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309

CRD#: 33324

Atlanta, GA

Past

December 2, 2019 - March 14, 2024

WEALTHFORGE SECURITIES, LLC

CRD#: 152550

RICHMOND, VA

Past

February 11, 2019 - October 18, 2019

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856

CHICAGO, IL

Past

August 6, 2018 - December 31, 2018

WEALTHFORGE SECURITIES, LLC

CRD#: 152550

RICHMOND, VA

Past

April 5, 2018 - July 26, 2018

EMERSON EQUITY LLC

CRD#: 130032

Irving, TX

Past

October 9, 2017 - March 1, 2018

INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645

FARMERS BRANCH, TX

Past

February 5, 2016 - April 24, 2017

WILSON-DAVIS & CO., INC.

CRD#: 3777

SALT LAKE CITY, UT

Past

January 30, 2015 - July 21, 2015

CABIN SECURITIES, INC.

CRD#: 137608

OVERLAND PARK, KS

Past

December 23, 2013 - November 17, 2014

PTX SECURITIES, LLC

CRD#: 7735

PLANO, TX

Past

January 14, 2010 - September 3, 2013

CABIN SECURITIES, INC.

CRD#: 137608

OVERLAND PARK, KS

Past

October 30, 2009 - January 13, 2010

CENTAURUS FINANCIAL, INC.

CRD#: 30833

ANAHEIM, CA

Past

April 22, 2009 - September 8, 2009

SPIKE FINANCIAL SERVICES, LLC

CRD#: 112193

CHICAGO, IL

Past

December 11, 2007 - November 25, 2008

STIRA CAPITAL MARKETS GROUP, LLC

CRD#: 141277

IRVINE, CA

Past

July 26, 2006 - November 16, 2007

CABIN SECURITIES, INC.

CRD#: 137608

SAN CLEMENTE, CA

Past

June 7, 2005 - August 29, 2006

BURCH & COMPANY, INC

CRD#: 102280

KANSAS CITY, MO

Past

February 24, 2003 - May 9, 2005

PROVASI CAPITAL PARTNERS LP

CRD#: 119539

DALLAS, TX

Past

December 16, 2002 - April 7, 2003

BBVA COMPASS INVESTMENT SOLUTIONS, INC

CRD#: 17086

BIRMINGHAM, AL

Past

April 2, 2002 - December 9, 2002

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

Past

January 1, 2002 - January 22, 2002

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

July 7, 2000 - January 1, 2002

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CRD#: 28262

BOSTON, MA

Past

May 4, 1999 - February 1, 2000

OSAIC INSTITUTIONS, INC.

CRD#: 35371

MERIDEN, CT

Past

June 20, 1996 - April 5, 1999

CITIZENS SECURITIES, INC.

CRD#: 39550

JOHNSTON, RI

Past

January 22, 1996 - December 16, 1996

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

State Registrations and Notice Filings

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

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

California
(4/2/2024)

Georgia
(4/4/2024)

Texas
(4/2/2024)

Virginia
(4/3/2024)

Exams

State Security Law Exam

IAR

Series 65

Date: 11/2/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/28/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 4/2/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/17/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/19/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 4/2/2024

Investment Company Products/Variable Contracts Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/4/1999

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

METRIC FINANCIAL, LLC

CRD#: 33324 / SEC#: , 8-46684

Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

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Contact information

Main Address

1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309

Mailing Address

1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309

Phone number

(678) 528-1151

Established

Georgia since 05/01/1981

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
GRELLA MANAGEMENT LLC.	MEMBER
GRELLA, JOHN EDWARD	CEO	6757707
JONES, SHARON DOSTER	FINOP/PFO/POO/CCO	3124470

Disclosures

Regulatory Event

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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Firm Stability Insights

Charles R. Barry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Charles Richard Barry's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHFORGE SECURITIES, LLC

ARETE WEALTH MANAGEMENT, LLC

WEALTHFORGE SECURITIES, LLC

EMERSON EQUITY LLC

INTERNATIONAL ASSETS ADVISORY, LLC

WILSON-DAVIS & CO., INC.

CABIN SECURITIES, INC.

PTX SECURITIES, LLC

CABIN SECURITIES, INC.

CENTAURUS FINANCIAL, INC.

SPIKE FINANCIAL SERVICES, LLC

STIRA CAPITAL MARKETS GROUP, LLC

CABIN SECURITIES, INC.

BURCH & COMPANY, INC

PROVASI CAPITAL PARTNERS LP

BBVA COMPASS INVESTMENT SOLUTIONS, INC

ESSEX NATIONAL SECURITIES, LLC

SIGNATOR INVESTORS, INC.

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

OSAIC INSTITUTIONS, INC.

CITIZENS SECURITIES, INC.

NEW ENGLAND SECURITIES

State Registrations and Notice Filings

Exams

Series 65

Date: 11/2/1998

Series 63

Date: 2/28/1996

Series 6TO

Date: 4/2/2024

SIE

Date: 10/1/2018

Series 7

Date: 5/17/1999

Series 6

Date: 1/19/1996

Series 26

Date: 4/2/2024

Series 24

Date: 6/4/1999

FINRA

Current Firm

METRIC FINANCIAL, LLC

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

METRIC FINANCIAL, LLC

TRUST BUT VERIFY

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