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Barry Debany

Cetera Investment Advisers LLC
34 Years of Experience
Stoneham, MA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Barry Debany is a registered investment advisor at Cetera Investment Advisers LLC, based in Stoneham, MA, with 34 years of industry experience. Barry is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

91 Montvale Ave, Stoneham, MA, 02180

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History

Regulatory History (2)
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Customer Dispute
June 2020
Settled
Customer Dispute
September 2006
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Barry is an independent insurance agent selling various insurance products since 1990, dedicating about 20 hours per week to securities trading. He is also an advisory representative for Debany Financial, providing financial planning services for about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 4 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 13 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
March 2021 - June 2023 · 2 yrs 3 mos
Walnut Street Securities, INC.Broker
August 2003 - September 2013 · 10 yrs 1 mo
Nathan & Lewis Securities, INC.
January 1995 - January 2003 · 8 yrs
Nathan & Lewis Securities, INC.Broker
March 1992 - August 2003 · 11 yrs 5 mos
State Registrations49 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTVirgin IslandsWAWIWVWY
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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