CB
CB

Christopher Berry

5 Years of Experience
New York, NY
Broker

Christopher Berry is a registered investment advisor at Cohen & Steers Capital Management INC., based in New York, NY, with 5 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 166 clients with $81B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
18 advisors
Number of Clients
166 clients
Average Client Portfolio
$487.9M average
Assets Under Management
$81.0B

Fee Structure

Investment management only (planning not offered)

Cohen & Steers manages investments for institutional separate accounts, charging fees based on a percentage of the assets in each client's portfolio. In some cases, they may also receive a performance-based fee. The specific fees are negotiated with each client and can vary from the standard fees listed in the brochure. Cohen & Steers also provides investment advisory services to separately managed account programs, receiving a portion of the fee charged to participants by the program sponsor.

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Location

1166 Avenue of the Americas, 30th Floor, New York, NY, 10036

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Cohen & Steers Capital Management INC.
December 2024 - Present · 1 yr 4 mos
Cohen & Steers Securities, LLC
December 2024 - Present · 1 yr 4 mos
Cohen & Steers Securities, LLCBroker
December 2024 - Present · 1 yr 4 mos
Previous Registrations
J.P. Morgan Securities LLC
June 2023 - February 2024 · 8 mos
J.P. Morgan Securities LLCBroker
June 2023 - February 2024 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2019 - September 2022 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2019 - September 2022 · 3 yrs 7 mos
State Registrations11 states
ALDCLAMDMSNYSDTNTXVAWV
AdvisorBroker

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.