Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Gladstein is a financial advisor who has been in the industry since 2007. Barry Gladstein is currently registered with Legacy Edge Advisors, and has previously worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CREDIT SUISSE SECURITIES (USA) LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Barry Gladstein holds Series 7 and Series 66 licenses. Barry Gladstein is also an independent licensed insurance agent.
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
11/01/2023 - Present
Legacy Edge Advisors (New York NY)
NY
02/25/2013 - 07/06/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
02/28/2012 - 02/25/2013
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
07/25/2007 - 02/21/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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