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Barry Charles Picker

Calculated Financial Solutions, LLC

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About Barry Charles Picker

Barry Charles Picker is an Investment Advisor Representative at Calculated Financial Solutions, LLC. Barry holds a Certified Financial Planner designation and has been in the industry since 2005. Barry is registered with the state of New York and specializes in providing Financial Planning and Portfolio Management services to individuals. Barry also has experience with Picker & Auerbach, CPAS P.C. Calculated Financial Solutions, LLC has 32 clients with $9,369,256 in assets under management. Barry is located in CEDARHURST, NY.

Firm Information

Barry Picker is currently registered with Calculated Financial Solutions, LLC. Calculated Financial Solutions, LLC is a registered investment advisor with 1 investment advisor representative and $9,369,256 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals.

$9.37M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barry Picker’s Registration & Firm History

NY

07/12/2021 - Present

Calculated Financial Solutions, LLC (CEDARHURST NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Barry Charles Picker.
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