BS
BS

Barry Simmons

9 Years of Experience
New York, NY
Broker

Barry Simmons is a registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 9 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

500 W 33rd St, New York, NY, 10001

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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

Barry owns multiple rental properties in various locations, including Elmsford, NY, Boca Raton, FL, Los Angeles, CA, and Cabo San Lucas, MX. He is also a board member of the Council of Urban Professionals, dedicating minimal time to this role.

Employment History
Current Registrations
Wells Fargo Advisors
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors Financial Network, LLC
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2017 - June 2023 · 5 yrs 8 mos
J.P. Morgan Securities LLCBroker
October 2017 - June 2023 · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2014 - May 2016 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2014 - May 2016 · 1 yr 7 mos
State Registrations6 states
ARMANYOKUTWA
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.