Suzanne Marie Barry

Current Employers

Employment History

• 01/2016 → 06/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 04/2016 → 07/2018
  Scotts Karat Patch
  Charlotte, NC
• 10/2019 → 06/2025
  Bank Of America, N.A.
  Charlotte, NC
• 06/2025 → Present
  Lpl Financial
  Charlotte, NC
• 06/2025 → Present
  Gladstone Wealth Partners
  Charlotte, NC

Previous Registrations

• 2019-02-27 → 2025-06-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC

Other Businesses

1- 06/16/2025 - Focused Wealth LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start date: 05/29/2025 - 160 hrs mth - 8 hrs during trading 2- 06/17/2025 - Gladstone Institutional Advisory, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date 05/29/2025 - 160 Hrs/Mth - 8 Hrs During Trading - I provide investment advisory services through Gladstone Institutional Advisory, LLC, an independent investment advisor firm. I started this business activity in 5/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3- 06/26/2025 - Focused Wealth LLC - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 05/26/2025 - 160 hours per month/ 8 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2019-02-26

Designations

Other Names

• Suzanne Barry Osborn
• Suzanne Barry