Elizabeth Mcgrath Garvey
Investment adviser representative at Barry Investment Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$846.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Barry Investment Advisors, LLCSep 2014 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (MA).
Barry Investment Advisors, LLC
$846.8MAssets managed
398Clients
8Advisers
18 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
- 4547708
- Firm CRD
- 144955