BM
CFA
BM
CFA

Barry Masci

43 Years of Experience
San Diego, CA
Broker

Barry Masci is a CFA-designated registered investment advisor at Wells Fargo Advisors, based in San Diego, CA, with 43 years of industry experience. Barry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

12531 High Bluff Dr Ste 400, San Diego, CA, 92130

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History

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.

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Employment History
Current Registrations
Wells Fargo Advisors
March 2014 - Present · 12 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
March 2014 - Present · 12 yrs 7 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - March 2014 · 4 yrs 9 mos
Morgan Stanley
June 2009 - March 2014 · 4 yrs 9 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2000 - April 2007 · 7 yrs 3 mos
Morgan Stanley Dw INC.Broker
November 1999 - April 2007 · 7 yrs 5 mos
Painewebber IncorporatedBroker
May 1994 - December 1999 · 5 yrs 7 mos
Prudential Securities IncorporatedBroker
November 1984 - May 1994 · 9 yrs 6 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
April 1983 - November 1984 · 1 yr 7 mos
First Jersey Securities, INC.Broker
December 1982 - March 1983 · 3 mos
State Registrations15 states
AKAZCACOFLGAIDLAMINCNVORTNTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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