Barry Haas
Barry Haas is a CFA-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Melville, NY, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
200 Broadhollow Road, Suite 207, Melville, NY, 11747
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Regulatory History
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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Barry is the owner of Haas Investment Management, LLC, a support company. He spends minimal time on this business activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Swiss American Securities INC.Broker
State Registrations14 states
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