Matthew James Barbis
Investment adviser representative at Osaic Wealth, Inc.
32 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
32 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- Matthew Barbis & Co.Sep 2000 to now
- Matthew J. Barbis FinancialAug 1994 to now
- LPL Financial, LLCDec 2018 to Jan 2024
- Select Benefits Inc.Jun 2006 to Dec 2018
- Creative Wealth Management, LLCApr 2004 to Dec 2018
- Royal Alliance Associates, Inc.Aug 1994 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn 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
- 2532818
- Firm CRD
- 23131