BB
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Brian Berry
34 Years of Experience
Long Branch, NJ
1 DisclosureBroker
Brian Berry is a registered investment advisor at Wells Fargo Advisors, based in Long Branch, NJ, with 34 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
555 Ocean Blvd, Long Branch, NJ, 07740
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2013Denied
Employment History
Current Registrations
Wells Fargo Advisors
October 2003 - Present · 23 yrs
Wells Fargo Clearing Services, LLCBroker
October 2000 - Present · 26 yrs
Previous Registrations
First Union Brokerage Services, INC.Broker
February 2000 - October 2000 · 8 mos
Advest, INC.Broker
October 1992 - February 2000 · 7 yrs 4 mos
Hibbard Brown & CO., INC.Broker
October 1991 - October 1992 · 1 yr
State Registrations10 states
CAFLKYMANJNYPATXVAWA
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.
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