RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
C•••••• P•••••• B••••
- Partner or owner
- “Partner, Investment Officer”reportedberkeleyaccess.comthe sentence on the bio page
- Professional profile
- berkeleyaccess.com/team/charles-barryreportedberkeleyaccess.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- B••••••• C•••••• P•••••••• L•• independent RIA currentsince Aug 20, 2015 · Milton, Ga
- W•••• F•••• A••••••• wirehouseSep 1, 2009 to Aug 25, 2015 · Atlanta, Ga
- U•• F•••••••• S••••••• I••• wirehouseSep 26, 2005 to Sep 23, 2009 · Alpharetta, Ga
- S••••••• I••••••••• S•••••••• I••• formerJan 14, 2005 to Sep 26, 2005 · Atlanta, Ga
- J••• M••••• S••••••••• L•• wirehouseJan 22, 2003 to Jul 9, 2003 · Atlanta, Ga
- W•••• F•••• A••••••• to B••••••• C•••••• P•••••••• L••left Aug 25, 2015, registered Aug 20, 2015 (-5 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- U•• F•••••••• S••••••• I••• to W•••• F•••• A•••••••left Sep 23, 2009, registered Sep 1, 2009 (-22 days) · Wirehouse to wirehouse
- S••••••• I••••••••• S•••••••• I••• to U•• F•••••••• S••••••• I•••left Sep 26, 2005, registered Sep 26, 2005 (0 days) · Other
- J••• M••••• S••••••••• L•• to S••••••• I••••••••• S•••••••• I•••left Jul 9, 2003, registered Jan 14, 2005 (555 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 43derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address