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Advisors / New Jersey / Tinton Falls
19yrs

Barry Wayne

Financial advisor at Strategic Advisers

Barry Wayne is a fiduciary financial advisor in Tinton Falls, New Jersey, with 19 years in the industry. After four years at Fidelity Personal and Workplace Advisors and ten years at TD Ameritrade, Barry joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Barry holds the CFP® designation.

One of 57 advisors with offices in Tinton Falls, and one of 46 fiduciaries.

Tinton Falls, NJCFP®Top 16% by experience at Strategic AdvisersFiduciary advisor

At a glance

Experience19 years (since 2007)
How that compares ?Top 16% by experience at Strategic Advisers
OfficeTinton Falls, NJ
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
  2. 2021 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  3. 2010 – 2021
    TD Ameritrade, Inc.Previously
  4. 2010 – 2021
    TD Ameritrade Investment Management, LLCPreviously

Questions to ask Barry

Tailored to Barry’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Strategic Advisers at 617-563-7000 and ask for Barry Wayne. Barry works from the Tinton Falls, NJ office.

How long has Barry been a financial advisor?

Barry has been in the industry since 2007, about 19 years. Top 16% by experience at Strategic Advisers.

What licenses does Barry hold?

Series 63, 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?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other 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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