Edward V. Barone

KINTRA WEALTH

Williamsport, PA 17701

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CRD#: 4270044

Professional summary

Edward Vincent Barone is a registered financial advisor currently at KINTRA WEALTH, LLC located in Williamsport, Pennsylvania.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Edward has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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.

Fixed insurance sales, as an Agent, under the name Evergreen Wealth Solutions; As of 10/31/2018; Approximately 5-10% time spent during securities trading hours per month; Conducted at branch location; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Vincent Barone'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 29, 2019 - Present

KINTRA WEALTH, LLC

Office #1: 1000 Commerce Park Drive Suite 416, Williamsport, PA 17701

RIA

CRD#: 299407

Williamsport, PA

Past

October 31, 2018 - April 5, 2019

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

WILLIAMSPORT, PA

Past

July 8, 2010 - October 30, 2018

M&T SECURITIES, INC.

RIA

CRD#: 17358

WILLIAMSPORT, PA

Past

July 7, 2010 - October 30, 2018

M&T SECURITIES, INC.

CRD#: 17358

WILLIAMSPORT, PA

Past

July 25, 2008 - June 11, 2010

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

WILLIAMSPORT, PA

Past

January 1, 2004 - June 11, 2010

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WILLIAMSPORT, PA

Past

September 27, 2000 - January 1, 2004

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

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".

KINTRA WEALTH, LLC

EVERGREEN EXITS | KINTRA WEALTH, LLC | EVERGREEN WEALTH SOLUTIONS, LLC | EVERGREEN WEALTH SOLUTIONS | EVERGREEN INSTITUTIONAL

CRD#: 299407 / SEC#: 801-114485

RIA

Registered Investment Advisory firm - (1/28/2019 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
(1/29/2019)

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 66

Date: 7/3/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/3/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/29/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/26/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KINTRA WEALTH, LLC

EVERGREEN EXITS | KINTRA WEALTH, LLC | EVERGREEN WEALTH SOLUTIONS, LLC | EVERGREEN WEALTH SOLUTIONS | EVERGREEN INSTITUTIONAL

CRD#: 299407 / SEC#: 801-114485

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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Contact information

Main Address

1000 Commerce Park Drive Suite 416, Williamsport, PA 17701

Mailing Address

Phone number

(570) 601-6960

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 KINTRA FORM ADV PART 2A (11/3/2025)

Regulatory assets under management

Total Number of Accounts	1,424
AUM (Assets Under Management)	$ 460,941,125

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

Edward V. Barone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Vincent Barone's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

M&T SECURITIES, INC.

M&T SECURITIES, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

LOCUST STREET SECURITIES, INC.

Primary Firm SEC Registration

KINTRA WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/3/2008

Series 63

Date: 10/3/2000

SIE

Date: 10/1/2018

Series 7

Date: 9/29/2004

Series 6

Date: 9/26/2000

Current Firm

KINTRA WEALTH, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINTRA WEALTH, LLC

TRUST BUT VERIFY

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