Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Lewis Hilliard is a registered investment advisor with Middleton & Co. Inc. based in Boston, Massachusetts. Barry has been in the financial services industry for over 10 years. Before joining Middleton & Co. Inc., Barry worked at Santander Securities LLC and Newbury Street Capital Limited Partnership. Barry has a Series 7 and Series 63 license, and also holds the designation of Chartered Financial Analyst. Barry specializes in working with individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
09/16/2021 - Present
Middleton & Co. Inc. (BOSTON MA)
MA
06/24/2015 - 04/27/2021
SANTANDER SECURITIES LLC (Dorchester MA)
MA
08/13/2012 - 03/26/2014
NEWBURY STREET CAPITAL LIMITED PARTNERSHIP (BOSTON MA)
BC
Issued 10/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Barry Hilliard is the right advisor for you? Invested Better is here to help.
