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Matthew Jacob Barr

Wick Capital Partners, LLC

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About Matthew Jacob Barr

Matthew Barr is an investment advisor representative associated with Wick Capital Partners, LLC. Matthew has been in the industry for over four years, and is registered as an Investment Advisor Representative in Pennsylvania. His professional experience includes time with AXA Advisors, LLC. Matthew is qualified to provide a variety of financial services including portfolio management and financial planning.

Firm Information

Matthew Barr is currently registered with Wick Capital Partners, LLC. Wick Capital Partners, LLC is an investment advisor located in WAYNE, PA, United States. The firm has 9 investment adviser representatives and manages approximately $430,425,208 in regulatory assets under management. Wick Capital Partners, LLC provides financial planning, pension consulting, and portfolio management for individuals. They primarily serve high-net-worth individuals and individuals other than high-net-worth individuals.
Wick Capital Partners, LLC

150 N. RADNOR CHESTER ROAD

WAYNE, PA 19087

$430.43M

Assets Under Management

Not reported

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Matthew Barr’s Registration & Firm History

PA

04/11/2019 - Present

Wick Capital Partners, LLC (WAYNE PA)

NJ

09/01/2015 - 03/29/2019

AXA ADVISORS, LLC (CHERRY HILL NJ)

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Licenses & Designations

IA

Issued 04/02/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Matthew Jacob Barr. Review regulatory record here.
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