Kevin M Barry

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1988 → 08/2020
  Citistreet
  Woodbridge, NJ
• 07/2016 → 08/2020
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 08/2020
  Mml Investors Services, Llc
  Fairfield, NJ
• 08/2020 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2017-03-25 → 2020-08-07
  Mml Investors Services, Llc
  Westfield, NJ
  Fairfield, NJ
• 2005-11-29 → 2017-03-25
  Msi Financial Services, Inc.
  Wall Township, NJ
  Cranford, NJ
  Westfield, NJ
  Springfield, MA
  Springfield, MA
  Milwaukee, WI
  Cranford, NJ
  Fairfield, NJ
• 2002-06-20 → 2005-12-31
  Metlife Investment Fund Services Llc
  Woodbridge, NJ

Other Businesses

Insurance sales- life, LTC and disability. ABMM FINANCIAL, Is Investment Related, DBA, Financial Professional,2020-08-03,160 hours per month,160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment and Advisory Sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-19
• S63 Uniform Securities Agent State Law Examination
  1993-04-29

Designations

• Certified Financial Planner