Elizabeth M. Garvey

BARRY INVESTMENT ADVISORS

New Bedford, MA 02740

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CRD#: 4547708

Professional summary

Elizabeth Mcgrath Garvey, CFP®, who also goes by Elizabeth Ann Mcgrath, is a registered financial advisor currently at BARRY INVESTMENT ADVISORS, LLC located in New Bedford, Massachusetts.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Elizabeth has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth Ann Mcgrath

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 Elizabeth Mcgrath Garvey'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

May 27, 2010 - Present

BARRY INVESTMENT ADVISORS, LLC

Office #1: 128 Union Street Suite 507, New Bedford, MA 02740

RIA

CRD#: 144955

New Bedford, MA

Past

July 14, 2005 - October 15, 2009

CALIBRE ADVISORY SERVICES, INC.

RIA

CRD#: 133333

WALTHAM, 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".

BARRY INVESTMENT ADVISORS, LLC

BARRY INVESTMENT ADVISORS, LLC | REDSTOCKING ADVISORS, LLC | JOSEPH BARRY CO., LLC | GRAYSTOCKING ADVISORS, LLC

CRD#: 144955 / SEC#: 801-68447

RIA

Registered Investment Advisory firm - (10/24/2007 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
(5/27/2010)

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 65

Date: 7/13/2005

Uniform Investment Adviser Law Examination

Current Firm

BARRY INVESTMENT ADVISORS, LLC

BARRY INVESTMENT ADVISORS, LLC | REDSTOCKING ADVISORS, LLC | JOSEPH BARRY CO., LLC | GRAYSTOCKING ADVISORS, LLC

CRD#: 144955 / SEC#: 801-68447

RIA

Registered Investment Advisory firm - (10/24/2007 Approved)

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Contact information

Main Address

128 Union Street Suite 507, New Bedford, MA 02740

Mailing Address

Phone number

(888) 992-8601

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BARRY INVESTMENT ADVISORS, LLC WRAP FEE BROCHURE (3/18/2025)

BARRY INVESTMENT ADVISORS, LLC DISCLOSURE BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	1,496
AUM (Assets Under Management)	$ 712,576,826

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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Elizabeth M. Garvey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Mcgrath Garvey's CRS (Customer Relationship Summary).

Certified licenses

Experience

BARRY INVESTMENT ADVISORS, LLC

CALIBRE ADVISORY SERVICES, INC.

Primary Firm SEC Registration

BARRY INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/13/2005

Current Firm

BARRY INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BARRY INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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