Unclaimed
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.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NY
07/12/2021 - Present
Calculated Financial Solutions, LLC (CEDARHURST NY)
Active
Inactive
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