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Erin Leigh Barry

Investment adviser representative at Means Wealth Management
12 yearsExperience
1 stateRegistered in
$1.6BFirm assets
11 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 assetsHourlyOther

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

12 years in the industry.

  1. Means Wealth ManagementFeb 2019 to now
  2. Penobscot Community Health CareAug 2018 to Feb 2019
  3. Northern Light HealthApr 2014 to Jul 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 1 state (ME).

Means Wealth Management

Legal name: Means Investment Co., Inc.

$1.6BAssets managed
1,375Clients
13Advisers
11 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
7121420
Firm CRD
2748
Advisor's SEC record (opens in a new tab)
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