Richard Berry is a registered investment advisor, based in Tampa, FL, with 37 years of industry experience.
Location
3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Richard is the owner of Berry Wealth Management, working as a financial advisor. This takes nearly all of his time during trading hours.
Employment History
Current Registrations
Independent Financial Partners
March 2023 - Present · 3 yrs 2 mos
Ifp Securities, LLC
March 2023 - Present · 3 yrs 2 mos
Ifp Securities, LLCBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - July 2021 · 3 yrs
Strategic Advisers LLC
May 1997 - July 2018 · 21 yrs 2 mos
Fidelity Brokerage Services LLCBroker
June 1996 - July 2021 · 25 yrs 1 mo
Prudential Securities IncorporatedBroker
January 1993 - June 1996 · 3 yrs 5 mos
Painewebber IncorporatedBroker
February 1991 - January 1993 · 1 yr 11 mos
A. G. Edwards & Sons, INC.Broker
July 1986 - February 1991 · 4 yrs 7 mos
State Registrations4 states
CAFLILNY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.