BARRY KAIMAN is an investment adviser representative (IAR) with state registration records since 2003, appearing at 7 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-06-24 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-05-30 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2017-11-07 | 2018-07-13 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2008-08-22 | 2012-08-13 | — |
| LPL FINANCIAL LLC | 2006-11-09 | 2008-08-05 | — |
| CITIZENS SECURITIES, INC. | 2006-09-26 | 2006-10-30 | — |
| MORGAN STANLEY DW INC. | 2003-12-19 | 2004-10-01 | — |