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Barbara Field-Gilroy
14 Years of Experience
1 DisclosureBroker
Barbara Field-Gilroy is a registered investment advisor at Northland Asset Management, based in Greenwood Village, CO, with 14 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 785 clients with $360M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
38 advisors
IM Fee
Planning only
Assets Under Management
$359.9M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
5251 Dtc Parkway, Suite 1020, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (1)
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Financial
April 2016Final
Employment History
Current Registrations
Northland Asset Management
January 2026 - Present · 3 mos
Northland Securities, INC.Broker
January 2026 - Present · 3 mos
Previous Registrations
Morgan Stanley
January 2023 - April 2025 · 2 yrs 3 mos
Morgan StanleyBroker
January 2023 - April 2025 · 2 yrs 3 mos
Cuso Financial Services, L.P.
February 2019 - January 2023 · 3 yrs 11 mos
Cuso Financial Services, L.P.Broker
February 2019 - January 2023 · 3 yrs 11 mos
J.P. Morgan Securities LLC
November 2017 - March 2019 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
November 2017 - March 2019 · 1 yr 4 mos
Strategic Advisers, INC.
January 2017 - November 2017 · 10 mos
Fidelity Brokerage Services LLCBroker
December 2016 - October 2017 · 10 mos
Edward Jones
August 2013 - December 2016 · 3 yrs 4 mos
Edward JonesBroker
May 2013 - December 2016 · 3 yrs 7 mos
Consolidated Investment Services, INC.Broker
January 1991 - October 1991 · 9 mos
The Prudential Insurance Company of AmericaBroker
January 1990 - February 1990 · 1 mo
Pruco Securities CorporationBroker
January 1990 - February 1990 · 1 mo
R a F Financial CorporationBroker
January 1990 - December 1990 · 11 mos
A. T. Brod & CO. INC.Broker
September 1989 - November 1989 · 2 mos
Pacific Rim Securities, INC.Broker
July 1989 - October 1989 · 3 mos
Wall Street West, INC.Broker
December 1988 - July 1989 · 7 mos
Blinder, Robinson & CO., INC.Broker
September 1988 - December 1988 · 3 mos
State Registrations2 states
COMN
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.