Barry Randall has been an investment adviser representative at Northstar Financial Companies since March 2026, and is not listed among the firm’s executive officers or direct owners.
Northstar Financial Companies, Inc. is a Conshohocken, PA firm with $519M under management, 507 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Barry Randall’s longest registration was 12 years at Crabtree Asset Management L.L.C. (2014–2026). Before joining Northstar Financial Companies in 2026, Barry Randall was registered through Crabtree Asset Management L.L.C. and MTB Investment Advisors, Inc.
- – present · under a yearSaint Paul, MN · Adviser representative · Firm CRD 119396
- Crabtree Asset Management L.L.C.– · 12 yearsSaint Paul, MN · Adviser representative · Firm CRD 149587
- MTB Investment Advisors, Inc.– · under a yearBaltimore, MD · Adviser representative · Firm CRD 106909
- U.S. Bancorp Asset Management, Inc.– · 3 yearsMinneapolis, MN · Adviser representative · Firm CRD 111912
Investment adviser representative registrations
Barry Randall is registered as an investment adviser representative in Pennsylvania, since March 2026.
- PennsylvaniaSince 17 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 December 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 June 1993 |
| Series 7 | General Securities Representative Examination | 15 June 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Barry William Randall
- CRD
- 2362811
- Firm
- Northstar Financial Companies · CRD 119396
- Office
- Saint Paul, MN
- Registration
- Investment adviser registration
- In the industry since
- March 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Barry Randall work?
Barry Randall is an investment adviser representative registered through Northstar Financial Companies, Inc. since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Barry Randall a financial advisor?
Yes. Barry Randall has a current investment-adviser registration in Pennsylvania, through Northstar Financial Companies since March 2026.
How many years of experience does Barry Randall have?
Barry Randall has 16 years in the financial industry, since March 2010, across 4 adviser firms.
What exams has Barry Randall passed?
Barry Randall has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 1993.
Where did Barry Randall work before Northstar Financial Companies?
Before Northstar Financial Companies, Barry Randall was registered through MTB Investment Advisors, Inc., February 2007 to May 2007; U.S. Bancorp Asset Management, Inc., January 2002 to August 2005.
Where is Barry Randall based?
Barry Randall’s registered office is in Saint Paul, MN.
Is Barry Randall registered with FINRA?
No. Barry Randall has no current broker registration.
How can I verify Barry Randall’s record?
Search CRD 2362811 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Barry Randall’s full registration record.