Financial advisor
Barry Dershaw
Now at Wells Fargo Advisors · Boca Raton, FL
Registered as BARRY MITCHELL DERSHAW
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Keith Kordich, Barry Dershaw | Ameriprise Advisor Group | Wells Fargo Advisors | Lateral | March 2, 2026 | $210M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| WELLS FARGO ADVISORS | Investment adviser | February 18, 2026 | Current |
| WELLS FARGO CLEARING SERVICES, LLC | Broker-dealer | February 18, 2026 | Current |
| AMERIPRISE FINANCIAL SERVICES, LLC | Investment adviser | May 10, 2019 | February 19, 2026 |
| AMERIPRISE FINANCIAL SERVICES, LLC | Broker-dealer | May 3, 2019 | February 19, 2026 |
| MORGAN STANLEY | Investment adviser | June 1, 2009 | May 8, 2019 |
| MORGAN STANLEY | Broker-dealer | June 1, 2009 | May 8, 2019 |
| CITIGROUP GLOBAL MARKETS INC. | Investment adviser | November 6, 2008 | June 1, 2009 |
| CITIGROUP GLOBAL MARKETS INC. | Broker-dealer | October 31, 2008 | June 1, 2009 |
| WACHOVIA SECURITIES, LLC | Investment adviser | July 15, 2002 | November 4, 2008 |
| WACHOVIA SECURITIES, LLC | Broker-dealer | July 9, 2002 | November 4, 2008 |
| LEGG MASON WOOD WALKER, INCORPORATED | Broker-dealer | January 12, 2001 | July 3, 2002 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Broker-dealer | February 9, 1998 | January 25, 2001 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.