TB
TB

Thomas Barr

19 Years of Experience
New York, NY
Broker

Thomas Barr is a registered investment advisor, based in New York, NY, with 19 years of industry experience.

Location

99 Park Avenue, Suite 1910, New York, NY, 10016

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Thomas is a passive investor in several private investment firms, including Pricemds.com, Ares Energy, and Menai. He also serves on the investment committee as a board member for TrueEx, dedicating minimal time to this role.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
August 2022 - Present · 4 yrs 1 mo
Steward Partners Investment Advisory, LLC
August 2022 - Present · 4 yrs 1 mo
Steward Partners Investment Solutions, LLCBroker
August 2022 - Present · 4 yrs 1 mo
Previous Registrations
Steward Partners Investment Solutions, LLC
February 2024 - July 2024 · 5 mos
Wells Fargo Clearing Services, LLC
November 2008 - August 2022 · 13 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
October 2008 - August 2022 · 13 yrs 10 mos
Hycliff Associates LimitedBroker
September 1988 - November 1990 · 2 yrs 2 mos
State Registrations13 states
CACTFLILMAMDMINHNJNYPAVTWY
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.