# BARRY KAIMAN

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..

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2025-06-24 | present | Yes |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | 2025-05-30 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2018-07-13 | 2025-03-31 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2017-11-07 | 2018-07-13 | — |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2008-08-22 | 2012-08-13 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2006-11-09 | 2008-08-05 | — |
| [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | 2006-09-26 | 2006-10-30 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 2003-12-19 | 2004-10-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4155421)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4155421.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.