Brett John Barry
Investment adviser representative at Evolution Wealth Management Inc.
11 yearsExperience
1 stateRegistered in
$171.7MFirm assets
1 yearFirm 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
11 years in the industry.
- Evolution Wealth Management Inc.Jun 2025 to now
- Not EmployedAug 2024 to May 2025
- Evolution Wealth ManagementJun 2024 to Jul 2024
- Not EmployedSep 2023 to May 2024
- Bonefish GrillMay 2023 to Aug 2023
- Not EmployedSep 2022 to Apr 2023
- Bonefish GrillMay 2022 to Aug 2022
- Not EmployedMar 2020 to Apr 2022
- Boston MarketJul 2019 to Feb 2020
- Not EmployedNov 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Evolution Wealth Management Inc.
$171.7MAssets managed
294Clients
5Advisers
1 yearIn 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
- 8188659
- Firm CRD
- 307644