Adam Patrick Barr
Professional Summary
Adam Patrick Barr is a registered financial advisor currently at TASTYTRADE, INC. located in Chicago, Illinois. Adam is registered as a RR (Registered Representative) and started their career in finance in 2019. Adam has worked at 2 firms and has passed the Series 63, Series 3, Series 7TO, SIE, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
Years of Experience
7 years in the financial services industry
Current & Past Employments
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
Current Firm
TASTYTRADE, INC. | TASTYWORKS, INC.
Contact Information
Main Address
1330 West Fulton Street Suite 600, Chicago, IL 60607Mailing Address
1330 West Fulton Street Suite 600, Chicago, IL 60607Phone Number
(312) 724-7075Established
Delaware since 06/22/2015Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TASTYLIVE, INC. | OWNER | — |
| CHIOU, JASON | HEAD OF CLIENT BROKERAGE SERVICES | 6757512 |
| CORSO, JOSEPH ROBERT | PRESIDENT AND HEAD OF BROKERAGE | 4025105 |
| GRACE, CHRISTOPHER WILLIAM | INTERIM CHIEF OPERATING OFFICER | 5985000 |
| JANIK, JEREMY | AML COMPLIANCE OFFICER | 4859798 |
| JOHNSON, THOMAS WILLIAM | CHIEF COMPLIANCE OFFICER | 5421745 |
| SLOAN, JACQUELINE LEE | FINOP | 2717305 |
Disclosures
Regulatory Event
3Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
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.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
State Registrations and Notice Filings
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/18/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
(3/17/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
CRS (Client Relationship Summary) - BD
Click below to view Adam Patrick Barr's CRS (Customer Relationship Summary).
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
RISE INVESTMENT MANAGEMENT, LLC
