Barry E. Giske

FAIRPORT ADVISORS

Boca Raton, FL

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CRD#: 4887571

Professional summary

Barry Eliot Giske, who also goes by Barry Giske, is a registered financial advisor currently at FAIRPORT ADVISORS, INC. located in Boca Raton, Florida and FAIRPORT CAPITAL, INC. located in Boca Raton, Florida.

Barry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Barry has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Barry Giske

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.

1)FLEET WEALTH MGMT GROUP LLC. FIRM USED TO SOLICIT CLIENTS FOR FAIRPORT CAPITAL and FAIRPORT ADVISORS. PAYS ALL EXPENSES OF MR GISKE'S VARIOUS OPERATIONS. IS NOT A 'SELLING' ENTERPRISE BUT RATHER A 'HOLDING' CONDUIT FOR BILL PAYMENTS. 4 HOURS/MONTH 2) FAIRPORT ADVISORS INC. REGISTERED INVESTMENT ADVISORY FIRM. INVESTMENT AGENT. 32 HOURS/MONTH. 3) WORLD FINANCIAL GROUP, 11315 JOHNS CREEK PARKWAY, GA: FIXED INSURANCE PRODUCTS. AGENT. 8 HOURS/MONTH ALL OF ABOVE ARE LOCATED AT 5625 BOCA RATON, BOCA RATON, FL 33433: 646-374-4710 AND RELATE TO INVESTMENTS 4) DIVORCED GALS LLC, A DIVORCE FINANCIAL PLANNING FIRM (NOT INVESTMENT-RELATED). POSITION IS A CO-FOUNDER AND 50% SHAREHOLDER OF THE ENTITY. MR. GISKE DOES NOT DO ANY PLANNING. 1 HOUR/WEEK (AFTER TRADING HOURS). ADDRESS IS: 150 E PALMETTO PARK RD, S#800, BOCA RATON FL 33432

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Eliot Giske'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®

None

Experience

Current

January 7, 2009 - Present

FAIRPORT ADVISORS, INC.

Office #2: 150 E. Palmetto Park Road S. 800, Boca Raton, FL 33432

RIA

CRD#: 117177

Boca Raton, FL

Current

November 4, 2008 - Present

FAIRPORT CAPITAL, INC.

CRD#: 15034

BOCA RATON, FL

Past

July 7, 2015 - June 6, 2017

SWISS ALLIED WEALTH MANAGEMENT, LLC

RIA

CRD#: 174094

Boca Raton, FL

Past

April 9, 2007 - November 13, 2008

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA

CRD#: 139233

NEW YORK, NY

Past

February 8, 2005 - November 12, 2008

WORLD GROUP SECURITIES, INC.

CRD#: 114473

NEW YORK, NY

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.

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
(5/31/2024)

Florida
(11/4/2008)

IAR

Florida
(1/17/2012)

Georgia
(12/11/2024)

Illinois
(12/4/2024)

New Jersey
(11/4/2008)

New York
(11/4/2008)

IAR

New York
(7/3/2024)

Pennsylvania
(10/23/2025)

Texas
(5/6/2025)

Virginia
(3/28/2025)

Wisconsin
(10/23/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/19/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/22/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/7/2005

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 6/27/2007

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

FAIRPORT ADVISORS, INC.

FAIRPORT ADVISORS, INC. | FLEET WEALTH MANAGEMENT GROUP

CRD#: 117177 / SEC#:

Arizona

Registered Investment Advisory firm - (6/24/2022 Approved)

California

Registered Investment Advisory firm - (1/1/2020 Terminated)

Connecticut

Registered Investment Advisory firm - (8/6/1998 Approved)

Florida

Registered Investment Advisory firm - (11/21/2011 Approved)

Georgia

Registered Investment Advisory firm - (9/30/2025 Approved)

Louisiana

Registered Investment Advisory firm - (11/10/2004 Terminated)

Nevada

Registered Investment Advisory firm - (12/15/2012 Terminated)

New York

Registered Investment Advisory firm - (4/2/2007 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

9141 E. Hidden Spur Trail, Scottsdale, AZ 85255

Mailing Address

Phone number

(480) 247-6874

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	62
AUM (Assets Under Management)	$ 54,700,000

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

Barry E. Giske

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Eliot Giske's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAIRPORT CAPITAL, INC.

SWISS ALLIED WEALTH MANAGEMENT, LLC

INVESTMENT ADVISORS INTERNATIONAL, INC.

WORLD GROUP SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/19/2007

Series 63

Date: 2/22/2005

SIE

Date: 10/1/2018

Series 6

Date: 2/7/2005

Series 26

Date: 6/27/2007

FINRA

Current Firm

FAIRPORT ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FAIRPORT ADVISORS, INC.

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