Unclaimed Profile

Angela Faye Berry

LONG-TERM SOLUTIONS, LLC·SAN FRANCISCO, California

SIE, Series 7, Series 66Clean record23 years registeredLONG-TERM SOLUTIONS, LLC

601 CALIFORNIA STREET, SAN FRANCISCO, CA 94108CRD# 4594868Firm CRD# 137611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Angela Faye Berry · SAN FRANCISCO, CA

Registration

CRD #4594868 · LONG-TERM SOLUTIONS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

ADVICE AND PLANNING SERVICES

Dec 2025 – present

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Dec 2025 – present

STRATEGIC ADVISERS LLC

Mar 2025 – Aug 2025

SOUTH SAN FRANCISCO, CA

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jan 2021 – Mar 2025

TORRANCE, CA

J.P. MORGAN SECURITIES LLC

Jan 2018 – Oct 2020

SAN LEANDRO, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 2016 – Jan 2018

SAN FRANCISCO, CA

LTS CAPITAL ADVISORS

May 2014 – Jan 2016

MILL VALLEY, CA

CITIGROUP GLOBAL MARKETS INC.

Apr 2013 – May 2014

ALBANY, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2006 – Apr 2013

OAKLAND, CA

AMERIPRISE FINANCIAL SERVICES, INC.

Mar 2003 – Oct 2006

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 25, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LONG-TERM SOLUTIONS, LLC

CRD 137611 · SEC 801-66331

AUM

$147M

Regulatory assets under management

Employees

122 client accounts

Services offered by LONG-TERM SOLUTIONS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at LONG-TERM SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Angela Faye Berry offer?

Angela Faye Berry specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Angela Faye Berry's credentials?

Angela Faye Berry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Angela Faye Berry located?

Angela Faye Berry is based in SAN FRANCISCO, California, working with LONG-TERM SOLUTIONS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Angela Faye Berry charge for services?

Angela Faye Berry's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LONG-TERM SOLUTIONS, LLC?

LONG-TERM SOLUTIONS, LLC has approximately 6 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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