Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Anthony Coviello is an investment advisor representative registered with Hightower Advisors, LLC. Barry has over 30 years of experience in the financial services industry. Barry has held previous positions at firms like Morgan Stanley, UBS Financial Services Inc., Brown & Company Securities Corporation, L.C. Wegard & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, American Capital Corporation, and NYLIFE Securities Inc. Barry has a strong background in providing investment advice to individuals, businesses, and institutions. Barry holds a Series 6, 7, 10, 24, 63, and 65 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
11/13/2013 - Present
Hightower Advisors, LLC (NEW YORK NY)
NY
05/16/2012 - 08/06/2013
MORGAN STANLEY (NEW YORK NY)
NY
06/12/2001 - 05/14/2012
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
MA
04/21/1993 - 06/01/2001
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
NY
11/05/1991 - 02/06/1992
L.C. WEGARD & CO., INC. (NEW YORK NY)
NY
11/22/1989 - 10/30/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
PA
02/02/1989 - 08/09/1989
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NA
06/16/1988 - 01/30/1989
NYLIFE SECURITIES INC.
IA
Issued 11/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 06/24/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2008
Series 3 - National Commodity Futures Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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