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Barry Ira Hertzberg

Moller Wealth Partners

Northfield, IL

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Current Employers
Moller Wealth Partners

One Northfield Plaza, Suite 200, Northfield, IL 60093-1211 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-08-02
  • IL RA
    APPROVED
    Since 2024-08-02

Branch Locations

One Northfield Plaza, Suite 200, Northfield, IL 60093-1211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Michael Silver & Company Skokie IL 01/2016 12/2023
Sussex Financial Group Deerfield IL 01/2016 04/2024
Moller Wealth Partners Northfield IL 05/2024 Present
  • 01/2016 → 12/2023
    Michael Silver & Company
    Skokie, IL
  • 01/2016 → 04/2024
    Sussex Financial Group
    Deerfield, IL
  • 05/2024 → Present
    Moller Wealth Partners
    Northfield, IL
Previous Registrations
  • 2016-06-01 → 2024-09-30
    Sussex Financial Group, Inc.
    Deerfield, IL
    Deerfield, IL
  • 2015-01-14 → 2016-08-01
    Springside Partners Llc
    Skokie, IL
    Akron, OH
    Skokie, IL
  • 2005-02-18 → 2015-12-04
    Slsf Investment Services, L.L.C.
    Skokie, IL
  • 2004-05-05 → 2005-02-17
    Fgmk, Llc
    Bannockburn, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-12-24
  • S65 Uniform Investment Adviser Law Examination
    1997-12-24
Designations
Other Names
  • Barry Hertzberg

View on SEC IAPD

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JEFFREY PAUL CHAPRACKI
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PATRICK RYAN NORD
DAVID JOHN PEDLEY

Other Offices

MARCUS CAPITAL, LLC · NORTHFIELD, IL
STRATEGIC PORTFOLIO MANAGERS · NORTHFIELD, IL
BRENTVIEW INVESTMENT MANAGEMENT, LLC · NORTHFIELD, IL
TREETOP WEALTH MANAGEMENT, LLC · NORTHFIELD, IL
KENNEY INVESTMENTS INC · NORTHFIELD, IL
ARDOR INVESTMENT MANAGEMENT CONSULTING · NORTHFIELD, IL
CERTITUDE ADVISORS, LLC · NORTHFIELD, IL
M HOLDINGS SECURITIES, INC. · NORTHFIELD, IL

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