BB
Barry W. Brindise
BRIGHTWATER ADVISORY
Tampa, FL 33609
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CRD#: 7204767
BB
Professional summary
Barry W Brindise, who also goes by Barry Brindise, is a registered financial advisor currently at BRIGHTWATER ADVISORY, LLC located in Tampa, Florida.
Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Barry has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Barry Brindise
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.
Oakellar LLC; real estate investment related. Located at 3113 W. Oakellar Ave. Tampa, FL 33611. Position: Member and Agent; Title: Owner. Commenced: February 26, 2021. 1-4 hours/month devoted; 0 hours during securities trading hours. Duties: Accounting for and managing a single family residence rental property as it relates to maintenance issues, payables to third party service providers, taxing authorities and insurance underwriters, and collecting rent receivables.
CRS (Client Relationship Summary) - RIA
Click below to view Barry W Brindise'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
May 13, 2020 - Present
BRIGHTWATER ADVISORY, LLC
Office #1: 4613 W. North A St., Tampa, FL 33609RIA
CRD#: 169806
Tampa, FL
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".
BA
BRIGHTWATER ADVISORY, LLC
BRIGHTWATER ADVISORY, LLC | TAMPA ASSET MANAGEMENT
CRD#: 169806 / SEC#: 801-110500
RIA
Registered Investment Advisory firm - (5/16/2017 Approved)Florida
Registered Investment Advisory firm - (5/17/2017 Terminated)Texas
Registered Investment Advisory firm - (5/17/2017 Terminated)Virginia
Registered Investment Advisory firm - (5/17/2017 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(5/13/2020)
IAR
Georgia(3/15/2022)
IAR
North Carolina(12/12/2021)
IAR
Texas(12/12/2021)
IAR
Virginia(12/12/2021)
Current Firm
BA
BRIGHTWATER ADVISORY, LLC
BRIGHTWATER ADVISORY, LLC | TAMPA ASSET MANAGEMENT
CRD#: 169806 / SEC#: 801-110500
RIA
Registered Investment Advisory firm - (5/16/2017 Approved)Florida
Registered Investment Advisory firm - (5/17/2017 Terminated)Texas
Registered Investment Advisory firm - (5/17/2017 Terminated)Virginia
Registered Investment Advisory firm - (5/17/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4613 W. North A St., Tampa, FL 33609
Mailing Address
Phone number
(813) 251-6310
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 712 |
| AUM (Assets Under Management) | $ 276,566,998 |
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.
Company Information
BRIGHTWATER ADVISORY, LLC
CRD#: 169806Tampa, FL 33609TRUST BUT VERIFY
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