Brett Barry has been an investment adviser representative at Evolution Wealth Management since November 2025, and is not listed among the firm’s executive officers or direct owners. Brett Barry holds a Finance degree from Florida State University.
Evolution Wealth Management Inc. is a Fort Myers, FL firm with $172M under management, 294 clients and 4 advisers across 4 offices, as of its March 2026 filing.
Brett Barry is Wealth Planner of Evolution Retirement Services, based in Fort Myers, Florida. He began his career in financial services with a focus on retirement income planning and wealth preservation. He interned with the firm in 2024 before returning to it.
- – present · under a yearFort Myers, FL · Adviser representative · Firm CRD 307644
Investment adviser representative registrations
Brett Barry is registered as an investment adviser representative in Florida, since November 2025.
- FloridaSince 14 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 October 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brett John Barry
- CRD
- 8188659
- Firm
- Evolution Wealth Management · CRD 307644
- Office
- 12487 BRANTLEY COMMONS COURT, Fort Myers, FL 33907
- Registration
- Investment adviser registration
- In the industry since
- November 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- evolutionretirementservices.com
Where does Brett Barry work?
Brett Barry is an investment adviser representative registered through Evolution Wealth Management Inc. since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Brett Barry a financial advisor?
Yes. Brett Barry has a current investment-adviser registration in Florida, through Evolution Wealth Management since November 2025.
How many years of experience does Brett Barry have?
Brett Barry has 0 years in the financial industry, since November 2025, across 1 adviser firm.
What exams has Brett Barry passed?
Brett Barry passed the Series 65 in October 2025.
Where is Brett Barry based?
Brett Barry’s registered office is in Fort Myers, FL.
Is Brett Barry registered with FINRA?
No. Brett Barry has no current broker registration.
How can I verify Brett Barry’s record?
Search CRD 8188659 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brett Barry’s full registration record.
