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Barry Investment Advisors

EST. AUM
$846,769,663

CONTACTS
6

CLIENT ACCOUNTS
1,517

Firm Details

Metro area Boston
CRD Number 144955
Website josephbarry.com
Client types

Overview

Joseph Barry’s roots go back to Providence, Rhode Island, where he was appointed Account Executive at Merrill Lynch in 1974. In 1982, Joe moved the office to New Bedford, Massachusetts, bringing a major Wall Street firm to serve affluent families residing in the coastal communities to the east and west of the city. In November 2007, Patrick Barry teamed up with Joe and founded the independent firm now known as Barry Investment Advisors, LLC. Barry Investment Advisors focuses on providing quality investment advice as well as comprehensive and personalized financial planning to over 400 families, many of whom are the children or grandchildren of clients that date back to those early years.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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