Thomas Barr, who managed $220 million at Wells Fargo Advisors in New York, has formed Barr Wealth Management and affiliated with Steward Partners Global Advisory, a Washington-based hybrid in which affiliated advisers have an ownership stake.
Barr, who spent 14 years with Wells Fargo, started his career almost 40 years ago as a portfolio manager at Bankers Trust Co. He subsequently worked at Citibank Private Bank and Munn Bernhard & Associates Inc., before joining Wells Fargo in 2008.
Barr will operate from Steward Partners’ New York City office. Joining him in the move is firm partner and administrative manager Arline Strelzik.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
