BB
BB
Barry Botfeld
34 Years of Experience
Boynton Beach, FL
Broker
Barry Botfeld is a registered investment advisor at Cetera Investment Advisers LLC, based in Boynton Beach, FL, with 34 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Boynton Beach, FL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Advisors LLCBroker
April 2022 - Present · 4 yrs 1 mo
Cetera Wealth Services, LLCBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
April 2022 - June 2023 · 1 yr 2 mos
First Allied Securities, INC.Broker
April 2022 - September 2022 · 5 mos
Finalis Securities LLCBroker
February 2022 - April 2022 · 2 mos
Cetera Advisor Networks LLC
May 2021 - January 2022 · 8 mos
Summit Financial Group INC
October 2020 - May 2021 · 7 mos
Cetera Advisor Networks LLCBroker
April 2019 - January 2022 · 2 yrs 9 mos
Summit Brokerage Services, INC.Broker
June 2018 - December 2019 · 1 yr 6 mos
Herbert J. Sims & CO. INC.Broker
April 2017 - June 2018 · 1 yr 2 mos
Ascendiant Capital Markets, LLCBroker
January 2013 - July 2016 · 3 yrs 6 mos
David Lerner Associates, INC.Broker
February 2009 - March 2012 · 3 yrs 1 mo
Midtown Partners & CO., LLCBroker
April 2008 - February 2009 · 10 mos
Noble International Investments, INC.Broker
November 2007 - February 2008 · 3 mos
Metlife Securities INC.Broker
March 2007 - August 2007 · 5 mos
Metropolitan Life Insurance CompanyBroker
March 2007 - July 2007 · 4 mos
Viewtrade Securities, INC.Broker
January 2005 - June 2005 · 5 mos
Ladenburg, Thalmann & CO., INC.Broker
September 2002 - September 2002 · 0 mos
Andover Brokerage, L.L.C.Broker
April 2001 - December 2001 · 8 mos
Hill Thompson Magid, L.P.Broker
November 2000 - April 2001 · 5 mos
Herzog, Heine, Geduld, INC.Broker
January 1992 - July 2000 · 8 yrs 6 mos
Josephthal Lyon & Ross IncorporatedBroker
December 1991 - January 1992 · 1 mo
Jw Charles Securities, INC.Broker
August 1987 - May 1991 · 3 yrs 9 mos
Cs First Boston CorporationBroker
October 1986 - July 1987 · 9 mos
Cyrus J. Lawrence IncorporatedBroker
September 1984 - July 1985 · 10 mos
A.G. Becker Paribas IncorporatedBroker
November 1982 - September 1984 · 1 yr 10 mos
Rooney, Pace INC.Broker
May 1982 - November 1982 · 6 mos
Discount Brokerage CorporationBroker
May 1982 - May 1982 · 0 mos
Rooney, Pace INC.Broker
March 1982 - March 1982 · 0 mos
State Registrations52 states
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Exams
No exam information available for this advisor.