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Barry David Weiss

Live Oak Financial Management

Long Branch, NJ

CRD 4139700

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Employer firm

Live Oak Financial Management CRD 168083

6 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Live Oak Financial Management

Long Branch, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Long Branch, NJ • 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
Kroll Bond Rating Agency New York NY 02/2016 03/2019
Yorktown Funds Lynchburg VA 03/2019 Present
  • 02/2016 → 03/2019
    Kroll Bond Rating Agency
    New York, NY
  • 03/2019 → Present
    Yorktown Funds
    Lynchburg, VA
Previous Registrations
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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