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Barry Edward Federici

Family First Wealth Management

Sycamore, IL

CRD 2436730

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Employer firm

Family First Wealth Management CRD 306030

$16.3M regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Family First Wealth Management

2560 Hauser Ross Dr, Ste 400, Sycamore, IL 60178 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-01-08
  • IL RA
    APPROVED
    Since 2020-01-08

Branch Locations

2560 Hauser Ross Dr, Ste 400, Sycamore, IL 60178 • 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
United States Marine Corps New Orleans LA 05/1989 02/2019
Family First Wealth Management, Llc Sycamore IL 08/2019 Present
Niu Law School Dekalb IL 08/2015 05/2018
Not Employed (Preparing For Ffwm) Dekalb IL 02/2019 07/2019
Origin Financial San Francisco CA 01/2022 Present
  • 05/1989 → 02/2019
    United States Marine Corps
    New Orleans, LA
  • 08/2019 → Present
    Family First Wealth Management, Llc
    Sycamore, IL
  • 08/2015 → 05/2018
    Niu Law School
    Dekalb, IL
  • 02/2019 → 07/2019
    Not Employed (Preparing For Ffwm)
    Dekalb, IL
  • 01/2022 → Present
    Origin Financial
    San Francisco, CA
Previous Registrations
Other Businesses

FAMILY FIRST WEALTH MANAGEMENT LLC / INVESTMENT RELATED / SYCAMORE IL / REGISTERED INVESTMENT ADVISOR / OWNER / AUG 2019 / 150 HOURS PER MONTH / 100% DURING TRADING HOURS SALUTING SUCCESS, LLC / NON INVESTMENT RELATED / DEKLAB IL / PROPERTY MANAGEMENT TRUST / OWNER / MAR 2019 / 8 HOURS PER MONTH / 100% DURING TRADING HOURS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-06-20
  • S63 Uniform Securities Agent State Law Examination
    1994-06-20
Designations
  • Certified Financial Planner

View on SEC IAPD

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