Barry Regan Haas

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2002 → Present
  Raymond James Financial Services, Inc.
  Huntington, NY
• 09/2008 → Present
  Hofstra University
  Hempstead, NY
• 02/2002 → Present
  Raymond James Financial Services Advisors, Inc.
  Huntington, NY
• 01/2019 → 08/2019
  Kaplan Schweser
  New York, NY

Other Businesses

(1)Name of Business: Haas Investment Management, LLC Address: 200 Broadhollow Road - Suite 207, Melville, NY, 11747, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/13/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company. (2)Name of Business: Reet Precision Technologies, LLC Address: 850 Four Rod Road, Berlin, CT, 06037, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Company has full-time highly capable General Manager/Sales Engineer, relieving me of most responsibilities, other than big-picture strategic direction. Perhaps five hours per week. No salary/compensation or distributions.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-06-26

Designations

• Chartered Financial Analyst

Other Names

• Barry R Haas