Barry W Brindise
Investment adviser representative at Brightwater Advisory, LLC
21 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$303.8MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Brightwater Advisory, LLCJan 2020 to now
- Consultant / Sole ProprieterJun 2019 to Dec 2019
- UnemployedJul 2017 to May 2019
- Catalina MarketingSep 2005 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 5 states (FL, GA, NC, TX, VA).
Brightwater Advisory, LLC
$303.8MAssets managed
285Clients
2Advisers
9 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
- 7204767
- Firm CRD
- 169806