Joseph Edward Barrios
Investment adviser representative at Heritage Financial Counselors, LLC
10 yearsExperience
2 statesRegistered in
$235.9MFirm assets
9 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Heritage Financial Counselors, LLCFeb 2026 to now
- The Fortez GroupOct 2023 to Jan 2026
- Fiduciary Trust Company InternationalSep 2017 to Jul 2023
- University At BuffaloMar 2016 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Heritage Financial Counselors, LLC
$235.9MAssets managed
143Clients
5Advisers
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
- 8240125
- Firm CRD
- 288232