David Berry
David Berry is a CFA-designated registered investment advisor at Sequoia Financial Group, L.L.C., based in St. Clair Shores, MI, with 22 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,771 clients with $23B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequoia Financial Advisors charges for investment management services as a percentage of the value of your investments or as a fixed retainer. The exact fee is negotiable based on your financial situation, the amount you invest, and the complexity of the services provided. Fees are billed either quarterly in advance, quarterly in arrears, or monthly in advance. Sequoia may also recommend that clients invest in an affiliated exchange traded fund, which creates a conflict of interest.
Location
21420 Greater Mack Avenue, St. Clair Shores, MI, 48080
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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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David works as a Director, Private Client Services at Sequoia Financial Group, LLC since 2016, focusing on wealth management and financial planning. This role takes up nearly all of David's time.
Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
Previous Registrations
Copper Beech Wealth Management
American Portfolios Financial Services, INC.Broker
Fsc Securities CorporationBroker
Charles Schwab & CO., INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations2 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.