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Michelle Anne Barry

Transamerica Financial Advisors, Inc.

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About Michelle Anne Barry

Michelle Anne Barry is a financial advisor with over 25 years of experience in the industry. Michelle is currently registered with Transamerica Financial Advisors, Inc. and has previously worked with several other firms including GROVE POINT INVESTMENTS, LLC, HORNOR, TOWNSEND & KENT, INC. and AMERITAS INVESTMENT CORP.

Firm Information

Michelle Barry is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

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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selection of other advisors

Helps you choose top advisors aligned with your 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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Michelle Barry’s Registration & Firm History

IA

02/14/2024 - Present

Transamerica Financial Advisors, Inc. (Cedar Rapids IA)

MD

01/05/2018 - 02/05/2024

GROVE POINT INVESTMENTS, LLC (Rockville MD)

PA

09/15/2005 - 12/20/2017

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

NE

10/31/2003 - 08/26/2005

AMERITAS INVESTMENT CORP. (LINCOLN NE)

MD

11/17/2000 - 10/31/2003

THE ADVISORS GROUP, INC. (BETHESDA MD)

NY

09/20/1996 - 09/07/2000

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/22/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/16/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Anne Barry.
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