Keith Barberis is a CFP-designated registered investment advisor, based in Bethesda, MD, with 28 years of industry experience.
Location
7550 Wisconsin Ave. Ste. 420, Bethesda, MD, 20814
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Keith is an employee of Steward Partners Global Advisory and an owner of Barberis Wealth Management, both support companies where he works as a financial advisor. He also works as an assistant football coach, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
The Equitable Life Assurance Society of the United StatesBroker
Eq Financial Consultants, INC.Broker
State Registrations25 states
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.