BP
BP

Barry Nathan Paster

31 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
10,085 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$16.1B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
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Location

1095 Main Street, West Barnstable, MA, 02668-0648

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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 Activities

Barry is an independent contractor writing a business column twice a month for the Cape Cod Times since 1996. This takes a few hours per week and does not occur during securities trading hours.

Employment History
Current Registrations
Waverly Advisors, LLC
November 2025 - Present · 3 mos
Bridge Creek Capital Management LLC
September 2006 - Present · 19 yrs 5 mos
Previous Registrations
Warren Asset Management
October 2002 - December 2002 · 2 mos
Warren Asset Management
April 1994 - September 2006 · 12 yrs 5 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Barry Nathan Paster - Financial Advisor | TrueAdvisor