Kevin Daniel Barry
Co-Ceo And Chief Investment OfficerCantata Wealth Management, LLCCRD 1522905
About Kevin Daniel Barry
Kevin Daniel Barry is listed as Co-Ceo And Chief Investment Officer at Cantata Wealth Management, LLC in Coral Gables, FL. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Cantata Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kevin Daniel Barry work?
Kevin Daniel Barry is listed as Co-Ceo And Chief Investment Officer at Cantata Wealth Management, LLC on SEC Form ADV.
How much of Cantata Wealth Management, LLC does Kevin Daniel Barry own?
Form ADV reports a beneficial ownership band of 25-50%.
Cantata Wealth Management, LLC
| Title | Co-Ceo And Chief Investment Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2024 |