Morgan Stanley
40yrs
Top advisor by experience in Sunny Isles Beach
4yrs
Barry Itzkowitz
Financial advisor at Golden Capital Partners
Barry Itzkowitz is a fiduciary financial advisor in Sunny Isles Beach, Florida, with 4 years in the industry. Barry joined Golden Capital Partners in 2025, a firm offering financial planning and investment management. Golden Capital Partners reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 15 advisors with offices in Sunny Isles Beach, and one of 14 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
OfficeSunny Isles Beach, FL
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
States licensed ?1 state
Services through Golden Capital Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowGolden Capital Partners LLCCurrent firm
Questions to ask Barry
Tailored to Barry’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Barry
How do I contact Barry?
Call Golden Capital Partners at 833-215-5166 and ask for Barry Itzkowitz. Barry works from the Sunny Isles Beach, FL office.
How long has Barry been a financial advisor?
Barry has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Barry hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Barry a fiduciary?
Barry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Barry paid?
Golden Capital Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Barry for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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