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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)43 years in industry

Barry Joseph Marsolais

Advisor at MONEY CONCEPTS ADVISORY SERVICE

Port St. Lucie, FL | PALM BEACH GARDENS, FL

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Search this name across graphsid dfx:ria:4d9b9e16-4fba-5efd-530a-1f8c8e384175

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 27, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MONEY CONCEPTS ADVISORY SERVICE
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 16, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Aug 16, 1983
First registration: Oct 27, 2001
Dual registered: yes, broker-dealer
IAPD individual key: 1092696

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	Nov 2, 2023	n/a	yes	PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|Port St. Lucie, FL	Current employment
ASSET MANAGEMENT SPECIALISTS, INC.	n/a	Aug 10, 2004	Nov 28, 2006	no	LYNNFIELD, MA	Previous registration
GLOBAL INVESTMENT ADVISORS, LLC	n/a	Jan 22, 2003	Mar 27, 2014	no	DANVERS, MA	Previous registration
EASTERN POINT ADVISORS INC.	n/a	Oct 27, 2001	Dec 31, 2004	no	DANVERS, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GLOBAL INVESTMENT ADVISORS, LLC	ASSET MANAGEMENT SPECIALISTS, INC.	Mar 27, 2014	Aug 10, 2004	-3,516	Firm change after gap	Other
ASSET MANAGEMENT SPECIALISTS, INC.	MONEY CONCEPTS ADVISORY SERVICE	Nov 28, 2006	Nov 2, 2023	6,183	Firm change after gap	Other
EASTERN POINT ADVISORS INC.	GLOBAL INVESTMENT ADVISORS, LLC	Dec 31, 2004	Jan 22, 2003	-709	Firm change after gap	Other

Relationships

Registered with (4)

→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: current employment
Nov 2, 2023 to presentfactForm ADV
→ GLOBAL INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 22, 2003 to Mar 27, 2014factForm ADV
→ ASSET MANAGEMENT SPECIALISTS, INC.Registered adviserregistration: previous registration
Aug 10, 2004 to Nov 28, 2006factForm ADV
→ EASTERN POINT ADVISORS INC.Registered adviserregistration: previous registration
Oct 27, 2001 to Dec 31, 2004factForm ADV

Dated events

No dated event names this entity yet.