Patrick J. Barry

BARRY INVESTMENT ADVISORS

New Bedford, MA 02740

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CRD#: 4579414

Professional summary

Patrick John Barry is a registered financial advisor currently at BARRY INVESTMENT ADVISORS, LLC located in New Bedford, Massachusetts.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Patrick has worked at 2 firms and has passed the Series 66 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick John 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

November 27, 2007 - Present

BARRY INVESTMENT ADVISORS, LLC

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

RIA

CRD#: 144955

New Bedford, MA

Past

March 1, 2004 - November 29, 2007

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

DARTMOUTH, MA

Past

November 4, 2002 - November 29, 2007

A. G. EDWARDS & SONS, INC.

CRD#: 4

DARTMOUTH, 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
(11/27/2007)

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: 11/8/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/1/2002

General Securities Representative 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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Patrick J. Barry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick John Barry's CRS (Customer Relationship Summary).

Certified licenses

Experience

BARRY INVESTMENT ADVISORS, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

BARRY INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/8/2002

Series 7

Date: 11/1/2002

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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