Edward Vincent Barone
Investment Adviser Representative at Kintra Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Edward Vincent Barone is an investment adviser representative with Kintra Wealth, LLC in Williamsport, PA, where they have been registered since 2019. They have worked in the securities industry since 2000 and have been registered with 4 firms, including Commonwealth Financial Network and M&t Securities, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 13
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wilmington Trust, N.A.Jun 2010 – Oct 2018Williamsport, PA
- M&t SecuritiesJun 2010 – Oct 2018Williamsport, PA
- Commonwealth Financial NetworkOct 2018 – Jan 2019Waltham, MA
- Evergreen Wealth Solutions, LLCJan 2019 – no end date reportedWilliamsport, PA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Kintra Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.015
- First $500,0001.50%
- Next $500,0001.25%
- Next $1,000,0001.00%
- Next $3,000,0000.95%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, responsible investing, risk assessment, insurance solutions, retirement planning, asset management, long-term planning, and business planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 43
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Williamsport, PA
- SEC file number:
- 801-114485
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 20, 2026
View full firm profileOther advisors at Kintra Wealth, LLC
Showing 12 of 43 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edward Vincent Barone has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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