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Barry D. Weiss
LIVE OAK FINANCIAL MANAGEMENT
Summit, NJ
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CRD#: 4139700
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Professional summary
Barry David Weiss is a registered financial advisor currently at LIVE OAK FINANCIAL MANAGEMENT located in Summit, New Jersey.
Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Barry has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Barry David Weiss'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
December 4, 2023 - Present
LIVE OAK FINANCIAL MANAGEMENT
RIA
CRD#: 168083
Summit, NJ
Past
July 22, 2013 - December 31, 2021
LIVE OAK FINANCIAL MANAGEMENT
RIA
CRD#: 168083
SUMMIT, NJ
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
New Jersey(12/4/2023)
Exams
Current Firm
LO
LIVE OAK FINANCIAL MANAGEMENT
LIVE OAK FINANCIAL MANAGEMENT | LIVE OAK FINANCIAL MANAGEMENT, INC.
CRD#: 168083 / SEC#:
New Jersey
Registered Investment Advisory firm - (12/4/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Summit, NJ
Mailing Address
Phone number
(908) 376-8605
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
