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Paul T. Barbera

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CRD#: 838346
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Paul Thomas Barbera was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1977. Paul had worked at 13 firms and has passed the Series 66, SIE, Series 31, PC and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 11, 2017 - October 26, 2018

CABRERA CAPITAL MARKETS, LLC

BD
CRD#: 10081
NEW YORK, NY
Past

September 11, 2012 - December 31, 2016

LEBENTHAL ASSET MANAGEMENT, LLC

RIA
CRD#: 146332
NEW YORK, NY
Past

September 11, 2012 - July 13, 2017

LEBENTHAL & CO., LLC

BD
CRD#: 145750
NEW YORK, NY
Past

January 1, 2008 - September 28, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
FAIRFIELD, NJ
Past

January 1, 2008 - September 28, 2012

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
FAIRFIELD, NJ
Past

December 1, 2006 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
FAIRFIELD, NJ
Past

December 1, 2006 - January 3, 2008

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
FAIRFIELD, NJ
Past

June 20, 2002 - December 4, 2006

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
PARAMUS, NJ
Past

April 17, 1999 - December 4, 2006

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PARAMUS, NJ
Past

July 25, 1996 - October 30, 1998

CAMBRIDGE PARTNERS, L.L.C.

BD
CRD#: 37923
Past

May 31, 1995 - January 5, 1996

GLICKENHAUS & CO.

BD
CRD#: 2016
NEW YORK, NY
Past

March 8, 1993 - December 30, 1994

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

February 23, 1990 - February 22, 1993

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

July 1, 1980 - February 6, 1990

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

June 21, 1978 - March 15, 1980

HERBERT J. SIMS & CO, INC.

BD
CRD#: 3420
Past

June 1, 1977 - July 2, 1978

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/15/1999
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 4/5/1999
Futures Managed Funds Examination
General Industry/Product Exam
RR
PC
Date: 7/3/1980
AMEX Put and Call Exam
General Industry/Product Exam

Current Firm


CC
CABRERA CAPITAL MARKETS, LLC
CABRERA CAPITAL MARKETS, INC. | FIRST SECURITIES CORPORATION | CABRERA CAPITAL MARKETS, LLC

CRD#: 10081 / SEC#: , 8-26406

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
227 W. Monroe St. Suite 3000, Chicago, IL 60606
Mailing Address
227 W. Monroe St. Suite 3000, Chicago, IL 60606
Phone number
(312) 236-8888
Established
Delaware since 04/10/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (30 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CABRERA CAPITAL, LLCOWNER
RCF-CABRERA HOLDINGS, INC.OWNER
AGUILAR, ROBERT LUISPRESIDENT4860643
CABRERA, MARTIN [NMN] JRCEO2504167
WORF, JEFF ALLENCHIEF COMPLIANCE OFFICER1416591

Disclosures


Regulatory Event4

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


CABRERA CAPITAL MARKETS, LLC

CRD#: 10081

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