Edward Joseph Barry

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:

Current Employers

Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-10-25
FL	RA	APPROVED	2016-08-19
CT	RA	APPROVED	2009-01-02

TX RA
APPROVED_RES

Since 2021-10-25
FL RA
APPROVED

Since 2016-08-19
CT RA
APPROVED

Since 2009-01-02

Branch Locations

1701 Sw Gage Blvd Avon Park South, Avon, CT 06001 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Raymond James Financial Services Inc	Avon	CT	12/2005	Present
Raymond James Financial Services Advisors, Inc	Avon	CT	01/2009	Present
Insurance - Non-Variable	Avon	CT	08/2010	05/2018
Valley Financial Group, Llc	Avon	CT	02/2006	Present
Non-Variable Insurance	Avon	CT	02/2019	Present

12/2005 → Present

Raymond James Financial Services Inc

Avon, CT
01/2009 → Present

Raymond James Financial Services Advisors, Inc

Avon, CT
08/2010 → 05/2018

Insurance - Non-Variable

Avon, CT
02/2006 → Present

Valley Financial Group, Llc

Avon, CT
02/2019 → Present

Non-Variable Insurance

Avon, CT

Previous Registrations

1994-09-08 → 2005-12-21

Advest, Inc.

Avon, CT

Other Businesses

(1)Name of Business: United Healthcare-Medicare Advabtage Address: 40 Tower Ln, Avon, CT, 06001, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/06/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Health Insurance - medicare advantage (2)Name of Business: Valley Financial Group, LLC Address: 40 Tower Ln, Avon, CT, 06001, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/27/2006 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

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1986-12-29

S63 Uniform Securities Agent State Law Examination

1986-12-29

View on SEC IAPD