Barry W Brindise

Employer firm

Brightwater Advisory, LLC CRD 169806

$304M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2019 → 12/2019
  Consultant / Sole Proprieter
  Tampa, FL
• 07/2017 → 05/2019
  Unemployed
  Tampa, FL
• 01/2020 → 07/2021
  Brightwater Advisory
  Tampa, FL
• 09/2005 → 06/2017
  Catalina Marketing
  St. Petersburg, FL
• 08/2021 → Present
  Brightwater Advisory
  Tampa, FL

Other Businesses

Oakellar LLC; real estate investment related. Located at 3217 W. Oakellar Ave. Tampa, FL 33611. Position: Member and Agent; Title: Owner. Commenced: February 26, 2021. 1-4 hours/month devoted; 0 hours during securities trading hours. Duties: Accounting for and managing a single family residence rental property as it relates to maintenance issues, payables to third party service providers, taxing authorities and insurance underwriters, and collecting rent receivables.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-11

Designations

• Certified Financial Planner

Other Names

• Barry Brindise