Francis Berry is a CFA-designated registered investment advisor at Morgan Stanley, based in West Conshohocken, PA, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
100 Front Street, Suite 600, West Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Francis owns rental property in Conshohocken, Pennsylvania, since 2020. He spends minimal time on property management outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Fs Investment Solutions, LLCBroker
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations40 states
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