BP
BP

Barry Alan Phillips

33 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,709 clients
Average Client Portfolio
$220K average
Assets Under Management
$375.7M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
Minimum Annual Fee:$2,500
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Location

1733 N Ocean Ave, Suite B, Medford, NY, 11763

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Barry operates as a registered representative and broker under BAP Financial Services, spending minimal time on these activities. He also provides investment advisory services for Snyder Wealth Management, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Snyder Wealth Group
November 2021 - Present · 4 yrs 3 mos
Osaic Wealth, INC.Broker
June 1999 - Present · 26 yrs 8 mos
Previous Registrations
Long Island Financial Advisors, INC.
April 2021 - December 2021 · 8 mos
Signator Investors, INC.Broker
December 1992 - July 1999 · 6 yrs 7 mos
John Hancock Mutual Life Insurance CompanyBroker
December 1992 - May 1997 · 4 yrs 5 mos
State Registrations3 states
FLMDNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.