Kevin Barry has been Co-CEO and Chief Investment Officer of Cantata Wealth Management since May 2024, is a control person of the firm and directly owns between 25% and 50% of it.
Cantata Wealth Management, LLC is a Coral Gables, FL firm with $101M under management, 30 clients and 3 advisers across 5 offices, as of its August 2026 filing.
Kevin Barry is Co-Founder, Co-CEO and Chief Investment Officer of Cantata Wealth. Barry was recruited in 2004 to lead the US Fixed Income Investment Team for a large Swiss bank, and from 2008 to 2014 managed portfolios for a Global Macro Hedge Fund in New York, where Barry earned a partnership. Barry was later recruited as Chief Investment Officer of an RIA and, as a C-Suite executive, helped recruit and close twenty-four acquisitions.
Kevin Barry’s longest registration was 4 years at CAPTRUST (2017–2021). Before joining Cantata Wealth Management in 2024, Kevin Barry was registered through Summit Financial, LLC and CAPTRUST.
- Summit Financial, LLC– · under a yearRaleigh, NC · Adviser representative · Firm CRD 299322
- CAPTRUST– · 4 yearsRaleigh, NC · Adviser representative · Firm CRD 175112
Professional designations
Listed by Cantata Wealth Management
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Kevin Barry is registered as an investment adviser representative in 6 states. The first approvals date from August 2024; the most recent is New Jersey, in August 2026.
- CaliforniaSince 29 January 2025
- FloridaSince 24 March 2025
- LouisianaSince 4 December 2025
- New JerseySince 13 August 2026
- North CarolinaSince 30 August 2024
- TexasSince 5 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 May 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 January 1988 |
| Series 7 | General Securities Representative Examination | 18 July 1987 |
| Series 3 | National Commodity Futures Examination | 9 June 1986 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
- Full name
- Kevin Daniel Barry
- CRD
- 1522905
- Firm
- Cantata Wealth Management · CRD 332526
- Role
- Co-CEO and Chief Investment Officer
- Registration
- Investment adviser registration
- In the industry since
- December 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cantatawealth.com
Where does Kevin Barry work?
Kevin Barry has been Co-CEO and Chief Investment Officer of Cantata Wealth Management, LLC since May 2024, and is a control person of the firm.
Is Kevin Barry a financial advisor?
Yes. Kevin Barry has a current investment-adviser registration in California, Florida, Louisiana, New Jersey, North Carolina and Texas, through Cantata Wealth Management since August 2024.
How many years of experience does Kevin Barry have?
Kevin Barry has 6 years in the financial industry, since December 2019, across 3 adviser firms.
What exams has Kevin Barry passed?
Kevin Barry has passed 4 licensing exams: the Series 3, Series 7, Series 63 and Series 65. The earliest, the Series 3, was passed in June 1986.
Where did Kevin Barry work before Cantata Wealth Management?
Before Cantata Wealth Management, Kevin Barry was registered through Summit Financial, LLC, August 2022 to March 2023; CAPTRUST, May 2017 to July 2021.
Is Kevin Barry registered with FINRA?
No. Kevin Barry has no current broker registration.
Is Kevin Barry a CFP?
Cantata Wealth Management lists Kevin Barry with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Kevin Barry a CFA charterholder?
Cantata Wealth Management lists Kevin Barry with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Kevin Barry’s record?
Search CRD 1522905 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Barry’s full registration record.
