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Barry Investment Advisors, LLC CRD 144955
$847M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
128 Union Street Suite 507, New Bedford, MA 02740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-25 |
| MA | RA | APPROVED | 2007-12-04 |
Branch Locations
128 Union Street Suite 507, New Bedford, MA 02740 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barry Investment Advisors, Llc | New Bedford | MA | 09/2014 | 02/2017 |
| Barry Investment Advisors, Llc | New Bedford | MA | 02/2017 | Present |
| Barry Investment Advisors, Llc | Naples | FL | 10/2017 | Present |
OLD DARTMOUTH HISTORICAL SOCIETY/NB WHALING MUSEUM, 18 JOHNNY CAKE HILL, NEW BEDFORD, MA 02740. HOLDS TITLE AS TRUSTEE/FINANCE COMMITTEE MEMBER/INVESTMENT COMMITTEE MEMBER. MEETS 8 HOURS PER MONTH AND 4 HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-17 |
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