Best Investors Account Sign in
Inactive

Tyler Cedric Craig

Barry Investment Advisors, LLC

New Bedford, MA

Half Moon Bay, CA

CRD 7698864

Claim This Profile
Employer firm

Barry Investment Advisors, LLC CRD 144955

$847M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Barry Investment Advisors, Llc

128 Union Street Suite 507, New Bedford, MA 02740 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-10-04
CA RA APPROVED 2023-08-30
  • MA RA
    APPROVED
    Since 2023-10-04
  • CA RA
    APPROVED
    Since 2023-08-30

Branch Locations

128 Union Street Suite 507, New Bedford, MA 02740 • United States

Half Moon Bay, CA • 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
Barry Investment Advisors, Llc New Bedford MA 07/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-30
  • S65 Uniform Investment Adviser Law Examination
    2023-08-30

View on SEC IAPD

Nearby Firms

CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
CLARITY RETIREMENT & WEALTH, LLC

Nearby Investors

TRAVIS JAMES SOUSA
Jackson Wellman
Shilah Ashley Tate

Nearby Offices

CITIZENS SECURITIES, INC. · NEW BEDFORD, MA
CETERA INVESTMENT ADVISERS LLC · NEW BEDFORD, MA
CLARITY RETIREMENT & WEALTH, LLC · NEW BEDFORD, MA

More in New Bedford, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor