PB
Paul D. Barry
STARK WEALTH MANAGEMENT LLC
Bethlehem, PA 18018
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CRD#: 5915858
PB
Professional summary
Paul David Richard Barry, who also goes by Paul David Barry, Paul D Barry, is a registered financial advisor currently at STARK WEALTH MANAGEMENT LLC located in Bethlehem, Pennsylvania.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Paul has worked at 5 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul David Barry | Paul D Barry
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) 1. Stark Wealth Management, LLC 2. Investment Related 3. 79 W. Market St., Bethlehem, PA 18018 4. RIA 5. IAR, CCO, owner 6. 11/1/2020 7. 30 hrs/mo 8.3 30 hrs during trading 9. I actively manage assets through a fee based platform 2) 1. Fixed Insurance 2. Not investment related 3. 79 W. Market St., Bethlehem , PA 18018 4. Fixed / Traditional Insurance 5. Agent 6. 11/2020 7. 4 hrs/mo 8. 4 hrs during trading 9. Sales of fixed / traditional insurance 3) 1. Cornerstone Church 2. Not investment related 3. 411 March St, Easton, PA 18042 4. Church / Religious Organization 5. Treasurer / Officer 6. 01/2015 7. 5 hrs/mo 8. 0 hrs during trading 9. I provide oversight over the church budget
CRS (Client Relationship Summary) - RIA
Click below to view Paul David Richard Barry'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 1, 2020 - Present
STARK WEALTH MANAGEMENT LLC
Office #1: 79 West Market St Suite 100, Bethlehem, PA 18018RIA
CRD#: 309422
Bethlehem, PA
Past
December 2, 2020 - May 31, 2023
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Bethlehem, PA
Past
July 5, 2016 - November 27, 2020
PACKERLAND BROKERAGE SERVICES, INC.
RIA
CRD#: 37031
Bethlehem, PA
Past
July 5, 2016 - November 27, 2020
PACKERLAND BROKERAGE SERVICES, INC.
BD
CRD#: 37031
Bethlehem, PA
Past
November 6, 2012 - July 7, 2016
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
STROUDSBURG, PA
Past
November 6, 2012 - July 7, 2016
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
STROUDSBURG, PA
Past
September 26, 2011 - October 18, 2012
EDWARD JONES
RIA
CRD#: 250
EASTON, PA
Past
June 13, 2011 - October 18, 2012
EDWARD JONES
BD
CRD#: 250
EASTON, PA
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".
SW
STARK WEALTH MANAGEMENT LLC
STARK WEALTH MANAGEMENT LLC
CRD#: 309422 / SEC#: 801-131441
RIA
Registered Investment Advisory firm - (11/7/2024 Approved)Florida
Registered Investment Advisory firm - (11/20/2024 Terminated)New Jersey
Registered Investment Advisory firm - (11/21/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/21/2024 Terminated)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
Florida(7/2/2021)
IAR
New Jersey(3/8/2021)
IAR
New York(3/21/2025)
IAR
North Carolina(3/24/2025)
IAR
Pennsylvania(12/1/2020)
IAR
South Carolina(3/27/2025)
IAR
Texas(11/25/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
SW
STARK WEALTH MANAGEMENT LLC
STARK WEALTH MANAGEMENT LLC
CRD#: 309422 / SEC#: 801-131441
RIA
Registered Investment Advisory firm - (11/7/2024 Approved)Florida
Registered Investment Advisory firm - (11/20/2024 Terminated)New Jersey
Registered Investment Advisory firm - (11/21/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/21/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
79 West Market St Suite 100, Bethlehem, PA 18018
Mailing Address
Phone number
(610) 419-9894
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 472 |
| AUM (Assets Under Management) | $ 176,907,999 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STARK WEALTH MANAGEMENT LLC
CRD#: 309422Bethlehem, PA 18018TRUST BUT VERIFY
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