Matthew Barr has been an investment adviser representative at Wick Capital Partners since April 2019, and is not listed among the firm’s executive officers or direct owners.
Wick Capital Partners, LLC is a Wayne, PA firm with $930M under management, 367 clients and 10 advisers across 2 offices, as of its March 2026 filing.
Matthew Barr’s longest registration is the current one, 7 years at Wick Capital Partners since 2019. Before joining Wick Capital Partners in 2019, Matthew Barr was registered through Axa Advisors, LLC.
- Wick Capital Partners, LLCCurrent– present · 7 yearsWayne, PA · Adviser representative · Firm CRD 299194
- Axa Advisors, LLC– · 2 yearsCherry Hill, NJ · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Matthew Barr is registered as an investment adviser representative in Pennsylvania, since April 2019.
- PennsylvaniaSince 11 April 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 2 April 2016 |
| Series 7 | General Securities Representative Examination | 1 September 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 July 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Matthew Jacob Barr
- CRD
- 6520737
- Firm
- Wick Capital Partners · CRD 299194
- Office
- 150 N. RADNOR CHESTER ROAD, SUITE A225, Wayne, PA 19087
- Registration
- Investment adviser registration
- In the industry since
- September 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Barr work?
Matthew Barr is an investment adviser representative registered through Wick Capital Partners, LLC since April 2019, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Barr a financial advisor?
Yes. Matthew Barr has a current investment-adviser registration in Pennsylvania, through Wick Capital Partners since April 2019.
How many years of experience does Matthew Barr have?
Matthew Barr has 11 years in the financial industry, since September 2015, across 2 adviser firms.
What exams has Matthew Barr passed?
Matthew Barr has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in July 2015. FINRA credited Matthew Barr with the SIE, which began in October 2018.
Where did Matthew Barr work before Wick Capital Partners?
Before Wick Capital Partners, Matthew Barr was registered through Axa Advisors, LLC, April 2016 to March 2019.
Where is Matthew Barr based?
Matthew Barr’s registered office is in Wayne, PA.
Is Matthew Barr registered with FINRA?
No. Matthew Barr has no current broker registration.
How can I verify Matthew Barr’s record?
Search CRD 6520737 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Barr’s full registration record.
