Barclay Leib is a registered investment advisor at Sand Spring Advisors LLC, based in Morristown, NJ, with 18 years of industry experience. Barclay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth. Their firm serves 3 clients.
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Fee Structure
Location
Morristown, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barclay is the President and expert consultant for Sand Spring Advisors, LLC, providing investment research. He also works as an on-call investigator for Hetherington Group, a senior research advisor for Cooper Family Office, and an interim trustee for Pacific Coast Oil Trust, dedicating about 10-20% of his time to the latter two roles.
Employment History
Current Registrations
Sand Spring Advisors LLC
Previous Registrations
Pickwick Capital Partners, LLCBroker
Old City Securities LLCBroker
LPL Financial LLCBroker
Fortigent, LLC
Weston Financial Services LLCBroker
Weston Financial Services LLCBroker
Barclays De Zoete Wedd Securities INC.Broker
Discount Corporation of New YorkBroker
Goldman, Sachs & CO.Broker
Painewebber Real Estate Securities INC.Broker
Painewebber IncorporatedBroker
State Registrations1 state
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