JAMES O. BARBI is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-09-29 | 2025-03-31 | — |
| EQUITABLE ADVISORS, LLC | 2017-03-10 | 2019-08-20 | — |
| RBC CAPITAL MARKETS, LLC | 2015-10-16 | 2016-11-09 | — |