Joseph Barry
Barry Investment Advisors · New Bedford, Massachusetts
Joseph Barry is a fee-only financial advisor at Barry Investment Advisors in New Bedford, Massachusetts, who holds the CFA credential. Barry Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Pre-retirees
- Retirees
- Multi-generational families
- Executives
Facts
| Firm | Barry Investment Advisors |
|---|---|
| Based in | New Bedford, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $846.8M across 1,517 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, MA · CRD 13724 |
| Exams passed | Series 63 (1988) · Series 65 (1995) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.barryinvestmentadvisors.com |
How Joseph's firm compares
- Barry Investment Advisors's average account is about $558,000, from its Form ADV (assets managed divided by 1,517 accounts).
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Questions about Joseph
Is Joseph Barry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Barry Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Barry Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joseph Barry based?
Joseph Barry is based in New Bedford, Massachusetts.
What credentials does Joseph Barry hold?
Joseph Barry holds the CFA credential.
Is Joseph Barry registered with the SEC?
Yes. Joseph Barry is registered as an investment adviser representative in FL and MA (CRD 13724), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Barry Investment Advisors manage?
Barry Investment Advisors reports $846.8M across 1,517 accounts in assets under management.
How do I contact Joseph Barry?
Through Joseph's website, www.barryinvestmentadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Barry Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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