Barry Nathan Dervin

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/1994 → Present
  Lincoln Investment Planning, Inc.
  Pittsburgh, PA

Other Businesses

RENTAL PROPERTY POSITION: LANDLORD NATURE: RENTAL PROPERTY INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1988 ADDRESS: 276 ALBERT STREET, PITTSBURGH PA 15211 DESCRIPTION: PROPERTY MANAGEMENT BETH HAMEDRASH HAGADOL-BETH JACOB CONGERGATION POSITION: Board of trustees NATURE: Synagogue INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2015 ADDRESS: 810 Fifth Ave, Pittsburgh PA 15219 DESCRIPTION: Attend meetings. RENTAL PROPERTY POSITION: Landlord NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/1995 ADDRESS: 916 Arlington Ave, Pittsburgh PA 15203, United States DESCRIPTION: Property management RENTAL PROPERTY POSITION: Owner / Landlord NATURE: Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/29/2013 ADDRESS: 914 Arlington Avenue, Pittsburgh PA 15203, United States DESCRIPTION: Rehab and flip to sell for profit or rental investment. RENTAL PROPERTIES POSITION: Owner, landlord. NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/09/2005 ADDRESS: 2625 Tilbury Ave, Pittsburgh PA 15217, United States DESCRIPTION: landlord

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-02-03