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Paul Francis Barry

Investment adviser representative at Middle Street Capital, LLC
11 yearsExperience
3 statesRegistered in
$132.1MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Middle Street Capital, LLCSep 2020 to now
  2. One Day In July, LLCFeb 2018 to now
  3. Wells Fargo Clearing Services, LLCNov 2016 to Mar 2018
  4. Wells Fargo Advisors LLCFeb 2015 to Feb 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law1994

State registrations

Registered as an investment adviser representative in 3 states (MA, ME, NH).

Middle Street Capital, LLC

$132.1MAssets managed
80Clients
1Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2199987
Firm CRD
226513
Advisor's SEC record (opens in a new tab)
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