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AS

Andrew J. Straus

BARRY INVESTMENT ADVISORS
NEW BEDFORD, MA 02740
CRD#: 8007414
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AS
Andrew Joseph StrausBARRY INVESTMENT ADVISORS

Professional summary

Andrew Joseph Straus is a registered financial advisor currently at BARRY INVESTMENT ADVISORS, LLC located in New Bedford, Massachusetts.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Andrew has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

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 Andrew Joseph Straus'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 25, 2024 - Present

BARRY INVESTMENT ADVISORS, LLC

Office #1: 128 Union Street Suite 507, New Bedford, MA 02740
RIA
CRD#: 144955
NEW BEDFORD, 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".
BI
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
(11/25/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/21/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/11/2024
Securities Industry Essentials Examination

Current Firm

BI
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
10

SEC notice filing (13 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 Accounts1,496
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.

Company Information

BARRY INVESTMENT ADVISORS, LLC

CRD#: 144955New Bedford, MA 02740

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