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Whitney Erin Holland

Barry Investment Advisors, LLC

New Bedford, MA

Little Compton, RI

CRD 7892028

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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 2024-09-24
RI RA APPROVED 2024-08-21
  • MA RA
    APPROVED
    Since 2024-09-24
  • RI RA
    APPROVED
    Since 2024-08-21

Branch Locations

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

Little Compton, RI • 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 06/2015 Present
Barry Investment Advisors, Llc New Bedford MA 08/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-28
  • S65 Uniform Investment Adviser Law Examination
    2024-06-28
Other Names
  • Whitney E. Holland
  • Whitney Erin Epting

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

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