Edward Vincent Barone
Investment adviser representative at Kintra Wealth, LLC
16 yearsExperience
1 stateRegistered in
$1.5BFirm assets
7 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
Experience
16 years in the industry.
- Kintra Wealth, LLCJan 2019 to now
- Evergreen Wealth Solutions, LLCJan 2019 to now
- Commonwealth Financial NetworkOct 2018 to Jan 2019
- M&t SecuritiesJun 2010 to Oct 2018
- Wilmington Trust, N.A.Jun 2010 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (PA).
Kintra Wealth, LLC
$1.5BAssets managed
2,914Clients
39Advisers
7 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
- 4270044
- Firm CRD
- 299407