BI
BI
Barry Itzkowitz
6 Years of Experience
Sunny Isles Beach, FL
Barry Itzkowitz is a registered investment advisor at Golden Capital Partners LLC, based in Sunny Isles Beach, FL, with 6 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Sunny Isles Beach, FL
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Golden Capital Partners LLC
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Joseph Stone Capital L.L.C.Broker
April 2016 - December 2016 · 8 mos
Spartan Capital Securities, LLCBroker
January 2014 - April 2014 · 3 mos
Ekn Financial Services INC.Broker
July 2011 - August 2012 · 1 yr 1 mo
John Thomas FinancialBroker
April 2010 - May 2010 · 1 mo
Dc Evans and Company, LLCBroker
February 2008 - October 2008 · 8 mos
Globalink Securities, INC.Broker
February 2006 - July 2006 · 5 mos
Marquis Financial Services, INC.Broker
June 2005 - December 2005 · 6 mos
Coastal Financial Security, IncorporatedBroker
July 2002 - October 2003 · 1 yr 3 mos
Buckman, Buckman & Reid, INC.Broker
February 2002 - February 2002 · 0 mos
Weatherly Securities CorporationBroker
June 2001 - August 2001 · 2 mos
Gbi Capital Partners INC.Broker
February 2001 - March 2001 · 1 mo
Bernard, Lee & Edwards Securities, INCBroker
July 2000 - February 2001 · 7 mos
State Registrations1 state
FL
Advisor
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.