RB
RB

Ronald Berry

26 Years of Experience
Easton, CT
BrokerSells Insurance

Ronald Berry is a registered investment advisor at Cetera Investment Advisers LLC, based in Easton, CT, with 26 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Easton, CT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Ronald sells fixed insurance products, including life, health, disability, annuities, long-term care, and group benefits, dedicating full-time hours to this. He is also a principal, financial consultant, and advisor for Integrity Capital Management Group, LLC, spending a few hours per week on this role, and a member of the Town of Easton CT- Insurance Commission.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
October 2016 - March 2024 · 7 yrs 5 mos
Investors Capital CORP.Broker
April 2014 - October 2016 · 2 yrs 6 mos
Investors Capital Advisory
April 2014 - October 2016 · 2 yrs 6 mos
Metlife Securities INC.Broker
April 2002 - April 2014 · 12 yrs
Metlife Securities INC.
April 2002 - April 2014 · 12 yrs
Metropolitan Life Insurance CompanyBroker
April 2002 - July 2007 · 5 yrs 3 mos
American Express Financial Advisors, INC.
March 2000 - April 2002 · 2 yrs 1 mo
American Express Financial Advisors INC.Broker
January 2000 - April 2002 · 2 yrs 3 mos
Ids Life Insurance CompanyBroker
January 2000 - April 2002 · 2 yrs 3 mos
State Registrations21 states
AZCACTFLGAKYLAMAMEMIMONJNYOHPARISCTXVAWAWV
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.