Mark Barry has been an investment adviser representative at Centerpoint Advisors since April 2013, and is not listed among the firm’s executive officers or direct owners. Mark Barry holds a Bachelor of Science in Business Administration, majoring in Finance from Elon University.
Centerpoint Advisors, LLC is a Needham, MA firm with $732M under management, 502 clients and 7 advisers in one office, as of its March 2026 filing.
Mark J. Barry is Director of Investment Management at Centerpoint Advisors. He leads the monitoring and management of client portfolios and drives the development and execution of investment strategies, and he is a member of the Investment Committee. Shortly after graduation he joined Centerpoint Advisors as a Research Associate, and he has been with the firm for nearly 15 years.
- Centerpoint Advisors, LLCCurrent– present · 13 yearsNeedham, MA · Adviser representative · Firm CRD 156698
Professional designations
Listed by Centerpoint Advisors
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Mark Barry is registered as an investment adviser representative in Massachusetts, since April 2013.
- MassachusettsSince 8 April 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 13 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 March 2013 |
| Series 7 | General Securities Representative Examination | 5 March 2013 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mark Johnson Barry
- CRD
- 6121326
- Firm
- Centerpoint Advisors · CRD 156698
- Office
- 175 HIGHLAND AVENUE, SUITE 302, Needham, MA 02494
- Registration
- Investment adviser registration
- In the industry since
- March 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- centerpointadvisors.net
Where does Mark Barry work?
Mark Barry is an investment adviser representative registered through Centerpoint Advisors, LLC since April 2013, and is not listed among the firm’s executive officers or direct owners.
Is Mark Barry a financial advisor?
Yes. Mark Barry has a current investment-adviser registration in Massachusetts, through Centerpoint Advisors since April 2013.
How many years of experience does Mark Barry have?
Mark Barry has 13 years in the financial industry, since March 2013, across 1 adviser firm.
What exams has Mark Barry passed?
Mark Barry has passed 3 licensing exams: the Series 7, Series 66 and Series 7TO. The earliest, the Series 7, was passed in March 2013. FINRA credited Mark Barry with the SIE, which began in October 2018.
Where is Mark Barry based?
Mark Barry’s registered office is in Needham, MA.
Is Mark Barry registered with FINRA?
No. Mark Barry has no current broker registration.
Is Mark Barry a CFA charterholder?
Centerpoint Advisors lists Mark Barry with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Mark J. Barry, CFA biography, centerpointadvisors.net
How can I verify Mark Barry’s record?
Search CRD 6121326 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Barry’s full registration record.
