BARRY INVESTMENT ADVISORS, LLC
CRD #144955 SEC #801-68447 NEW BEDFORD, MA 888-992-8601
SEC Registered
Total AUM
$712.6M
Discretionary
$576.7M
Employees
10
Clients
251
Accounts
1,496
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 8
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALVES, KATHY, ANN | I | PRESIDENT | NA | Control |
| ALVES, KATHY, ANN | I | PRESIDENT | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | MEMBER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | MEMBER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | MEMBER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | MEMBER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | MEMBER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | MEMBER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | MEMBER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | MEMBER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | MEMBER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | MEMBER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | MEMBER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | MEMBER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | MEMBER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF FINANCIAL OFFICER | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF FINANCIAL OFFICER | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF FINANCIAL OFFICER | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF FINANCIAL OFFICER | NA | Control |
| BARRY, JOSEPH, MICHAEL | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| ELSTON, SHARON, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ELSTON, SHARON, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ELSTON, SHARON, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ELSTON, SHARON, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ELSTON, SHARON, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ELSTON, SHARON, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ELSTON, SHARON, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ELSTON, SHARON, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ELSTON, SHARON, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ELSTON, SHARON, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ELSTON, SHARON, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ELSTON, SHARON, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ELSTON, SHARON, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOLLAND, WHITNEY, E. | I | CHIEF OPERATING OFFICER | NA | Control |
| HOLLAND, WHITNEY, E. | I | CHIEF OPERATING OFFICER | NA | Control |
| BARRY, PATRICK, JOHN | I | MANAGING MEMBER | E | Control |
| BARRY, PATRICK, JOHN | I | MANAGING MEMBER | E | Control |
| BARRY, PATRICK, JOHN | I | MANAGING MEMBER | E | Control |
| BARRY, PATRICK, JOHN | I | MANAGING MEMBER | E | Control |
| BARRY, PATRICK, JOHN | I | MANAGING MEMBER | E | Control |
| BARRY, PATRICK, JOHN | I | MANAGING MEMBER | E | Control |
| BARRY, PATRICK, JOHN | I | MANAGING MEMBER | E | Control |
| BARRY, PATRICK, JOHN | I | MANAGING MEMBER | E | Control |
| BARRY, PATRICK, JOHN | I | MANAGING MEMBER | E | Control |
| BARRY, PATRICK, JOHN | I | MANAGING MEMBER | E | Control |
| BARRY, PATRICK, JOHN | I | MANAGING MEMBER | E | Control |
| BARRY, PATRICK, JOHN | I | MANAGING MEMBER | E | Control |
| BARRY, PATRICK, JOHN | I | MANAGING MEMBER | E | Control |
| BARRY, PATRICK, JOHN | I | MANAGING MEMBER | E | Control |
| BARRY, PATRICK, JOHN | I | MANAGING MEMBER | E | Control |
| BARRY, PATRICK, JOHN | I | MANAGING MEMBER | E | Control |
| BARRY, PATRICK, JOHN | I | MANAGING MEMBER | E | Control |
| BARRY, PATRICK, JOHN | I | MEMBER | E | Control |
| BARRY, PATRICK, JOHN | I | MEMBER | E | Control |
| BARRY, PATRICK, JOHN | I | MEMBER | E | Control |
| BARRY, PATRICK, JOHN | I | MEMBER | E | Control |
| BARRY, PATRICK, JOHN | I | MEMBER | E | Control |
| BERNSTEIN, DANIEL, ADAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRY, JOSEPH, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BARRY, JOSEPH, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BARRY, JOSEPH, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BARRY, JOSEPH, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BARRY, JOSEPH, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BARRY, JOSEPH, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BARRY, JOSEPH, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BARRY, JOSEPH, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BARRY, JOSEPH, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BARRY, JOSEPH, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BARRY, PATRICK, JOHN | I | PRINCIPAL | C | Control |
| BARRY, PATRICK, JOHN | I | PRINCIPAL | C | Control |
| BARRY, PATRICK, JOHN | I | PRINCIPAL | C | Control |
| BARRY, PATRICK, JOHN | I | PRINCIPAL | C | Control |
| BARRY, PATRICK, JOHN | I | PRINCIPAL | C | Control |
| BARRY, PATRICK, JOHN | I | PRINCIPAL | C | Control |
| BARRY, PATRICK, JOHN | I | PRINCIPAL | C | Control |
| BARRY, PATRICK, JOHN | I | PRINCIPAL | C | Control |
| BARRY, PATRICK, JOHN | I | PRINCIPAL | C | Control |
| BARRY, PATRICK, JOHN | I | PRINCIPAL | C | Control |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, JEANINE, MARIE | I | MEMBER | B | |
| BARRY, PAMELA, A. | I | OWNER | B | Control |
| BARRY, PAMELA, A. | I | OWNER | B | Control |
| BARRY, PAMELA, A. | I | OWNER | B | Control |
| BARRY, PAMELA, A. | I | OWNER | B | Control |
| BARRY, PAMELA, A. | I | OWNER | B | Control |
| BARRY, PAMELA, A. | I | OWNER | B | Control |
| BARRY, PAMELA, A. | I | OWNER | B | Control |
| BARRY, PAMELA, A. | I | OWNER | B | Control |
| BARRY, PAMELA, A. | I | OWNER | B | Control |
| BARRY, PAMELA, A. | I | OWNER | B | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (15)
CA CT FL GA LA MA MD NE NH NJ NY RI SC TX VA
Address
128 UNION STREETSUITE 507
NEW BEDFORD, MA 02740
United States
Phone: 888-992-8601