Barry Berg is a registered investment advisor, based in Stamford, CT, with 30 years of industry experience.
Location
400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512
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Regulatory History
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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Barry is a member of the advisory board for the Anti-Defamation League, dedicating minimal time. He is also the Board Chair for the Jewish Federation of Palm Beach County, spending a few hours per week.
Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLCBroker
Previous Registrations
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Sanford C. Bernstein & CO., LLCBroker
Alliancebernstein L.P.
Sanford C. Bernstein & CO., INC.Broker
State Registrations23 states
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.