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Sara Louise Barry

Vestor Capital, LLC

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About Sara Louise Barry

Sara Louise Barry is an investment advisor representative at Vestor Capital, LLC. Sara has been in the financial services industry for over 7 years. Sara is a registered investment advisor in Illinois. Sara has also worked at Vestor Capital Securities, LLC and Morgan Stanley. Sara's areas of specialization include portfolio management for individuals and businesses, financial planning, and educational seminars. Sara has a strong track record of providing investment advice to a variety of clients.

Firm Information

Sara Barry is currently registered with Vestor Capital, LLC. Vestor Capital, LLC is an investment advisor located in Chicago, Illinois. The firm provides a range of financial services including financial planning, portfolio management for individuals and businesses, credit and cash management solutions, insurance solutions, and educational seminars. They manage approximately $1.8 billion in assets for clients, primarily high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations.
Vestor Capital, LLC

10 S. RIVERSIDE PLAZA

CHICAGO, IL 60606-3840

$1.77B

Assets Under Management

6

Total Clients

21

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions and insurance solutions

Credit and cash management solutions and insurance solutions

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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other

Revenue sharing with frs, and on credit and cash mgt solutions

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Sara Barry’s Registration & Firm History

IL

02/10/2022 - Present

Vestor Capital, LLC (CHICAGO IL)

IL

06/04/2013 - 05/29/2020

VESTOR CAPITAL SECURITIES, LLC (CHICAGO IL)

IL

12/11/2012 - 06/19/2013

MORGAN STANLEY (CHICAGO IL)

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Licenses & Designations

IA

Issued 12/18/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sara Louise Barry.
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