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Barry David Weiss

Live OAK Financial Management

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About Barry David Weiss

Barry David Weiss is a registered Investment Advisor Representative with Live Oak Financial Management in Summit, NJ. Barry has been in the financial industry since 2013. Barry holds a Chartered Financial Analyst designation. The firm manages portfolios for individuals.

Firm Information

Barry Weiss is currently registered with Live OAK Financial Management. Live OAK Financial Management is an investment advisor registered with the SEC. The firm primarily offers portfolio management for individuals.

Not reported

Assets Under Management

6

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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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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percentage of assets

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

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Barry Weiss’s Registration & Firm History

NJ

12/04/2023 - Present

Live OAK Financial Management (SUMMIT NJ)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Barry David Weiss.
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