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John Lane Barry

American Investment Services Inc

Great Barrington, MA

CRD 2576952

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Employer firm

American Investment Services Inc CRD 110043

$1.07B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
American Investment Services Inc

250 Division Street, Great Barrington, MA 01230 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-03-07
MA RA APPROVED 2004-08-19
  • TX RA
    APPROVED
    Since 2018-03-07
  • MA RA
    APPROVED
    Since 2004-08-19

Branch Locations

250 Division Street, Great Barrington, MA 01230 • 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
American Investment Services, Inc. Great Barrington MA 08/1994 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-12-16
  • S65 Uniform Investment Adviser Law Examination
    1994-12-16
Designations
  • Chartered Financial Consultant
Other Names
  • John Barry
  • John L. Barry

View on SEC IAPD

Nearby Firms

MML INVESTORS SERVICES, LLC
ROCKINGSTONE ADVISORS
INTEGRATED ADVISORS NETWORK LLC

Nearby Investors

COLIN HAMILTON SMITH
ERIC RICHARD KATZMAN
JESSICA BARTLE

Nearby Offices

MML INVESTORS SERVICES, LLC · GREAT BARRINGTON, MA
ROCKINGSTONE ADVISORS · GREAT BARRINGTON, MA
INTEGRATED ADVISORS NETWORK LLC · GREAT BARRINGTON, MA

More in Great Barrington, MA

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