LPL Financial
33yrs
Top advisor by experience in Middlebury
23yrs
Barry Michitsch
Financial advisor at Osaic Wealth
Barry Michitsch is a fiduciary financial advisor in Middlebury, Connecticut, with 23 years in the industry. Barry joined Osaic Wealth in 2024, after three years at Securities America Advisors and ten years at IC Advisory Services. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 22 advisors with offices in Middlebury, and one of 21 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?Top 14% by experience in Middlebury
Office1255 Middlebury Rd Suite 2-10, Middlebury, CT 06762
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2021 – 2024Securities America Advisors, Inc.Previously
- 2011 – 2020IC Advisory Services, Inc.Previously
- 2007 – 2011Qa3 Financial LLCPreviously
- 2003 – 2007Ameriprise Financial Services, LLCPreviously
Questions to ask Barry
Tailored to Barry’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Barry
How do I contact Barry?
Call Osaic Wealth at 800-821-5100 and ask for Barry Michitsch. Barry works from the Middlebury, CT office.
How long has Barry been a financial advisor?
Barry has been in the industry since 2003, about 23 years. Top 14% by experience in Middlebury.
What licenses does Barry hold?
Series 66. 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?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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