DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst38 years in industry

KEVIN DANIEL BARRY

Advisor at CANTATA WEALTH MANAGEMENT, LLC

CORAL GABLES, FL | AVALON, NJ | RALEIGH, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:59c750cd-64c7-6323-69f3-5fc9deb74c5c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: May 11, 2017 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Kevin Daniel Barry

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: CANTATA WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 28, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 6
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63|S65
First exam: Jan 28, 1988
First registration: May 11, 2017
Dual registered: no
Other names: KEVIN BARRY
IAPD individual key: 1522905

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
CANTATA WEALTH MANAGEMENT, LLC	Independent wealth	Aug 30, 2024	n/a	yes	AVALON, NJ\|RALEIGH, NC\|CORAL GABLES, FL	Current employment
SUMMIT FINANCIAL, LLC	Bd affiliated wealth	Aug 19, 2022	Mar 23, 2023	no	PARSIPPANY, NJ\|RALEIGH, NC	Previous registration
Captrust	Institutional manager	May 11, 2017	Jul 1, 2021	no	RALEIGH, NC	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
SUMMIT FINANCIAL, LLC	CANTATA WEALTH MANAGEMENT, LLC	Mar 23, 2023	Aug 30, 2024	526	Firm change after gap	Ibd to new firm
Captrust	SUMMIT FINANCIAL, LLC	Jul 1, 2021	Aug 19, 2022	414	Firm change after gap	Other

Relationships

Registered with (3)

→ CANTATA WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Aug 30, 2024 to presentfactForm ADV
→ SUMMIT FINANCIAL, LLCRegistered adviserregistration: previous registration
Aug 19, 2022 to Mar 23, 2023factForm ADV
→ CAPTRUSTRegistered adviserregistration: previous registration
May 11, 2017 to Jul 1, 2021factForm ADV

Dated events

Occurred
Mar 23, 2023
Advisor changed firm
Kevin Daniel Barry left Summit Financial, Llc for Cantata Wealth Management, Llc (registered 2024-08-30)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:59c750cd-64c7-6323-69f3-5fc9deb74c5c
First observed: May 11, 2017
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KEVIN DANIEL BARRY

Advisor at CANTATA WEALTH MANAGEMENT, LLC

CORAL GABLES, FL | AVALON, NJ | RALEIGH, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:59c750cd-64c7-6323-69f3-5fc9deb74c5c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:56 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CANTATA WEALTH MANAGEMENT, LLC

Independent wealth

Aug 30, 2024

n/a

yes

AVALON, NJ|RALEIGH, NC|CORAL GABLES, FL

Current employment

SUMMIT FINANCIAL, LLC

Bd affiliated wealth

Aug 19, 2022

Mar 23, 2023

PARSIPPANY, NJ|RALEIGH, NC

Previous registration

Captrust

Institutional manager

May 11, 2017

Jul 1, 2021

RALEIGH, NC

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

SUMMIT FINANCIAL, LLC

CANTATA WEALTH MANAGEMENT, LLC

Mar 23, 2023

Aug 30, 2024

526

Firm change after gap

Ibd to new firm

Captrust

SUMMIT FINANCIAL, LLC

Jul 1, 2021

Aug 19, 2022

414

Firm change after gap

Other