Unclaimed Profile

Sarah G Berry

THE BERRY GROUP, LLC·WORCESTER, Massachusetts

Clean recordTHE BERRY GROUP, LLC

1 MERCANTILE STREET, WORCESTER, MA 01608CRD# 859937Firm CRD# 301876

Profile Verification

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

Identity

Sarah G Berry · WORCESTER, MA

Registration

CRD #859937 · THE BERRY GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sarah G Berry is a registered financial advisor based in WORCESTER, Massachusetts, affiliated with THE BERRY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

THE BERRY GROUP, LLC

THE BERRY GROUP

AUM

$553M

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE BERRY GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 859937

Firm CRD# 301876

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sarah G Berry offer?

Sarah G Berry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WORCESTER, Massachusetts for a consultation.

What are Sarah G Berry's credentials?

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

Where is Sarah G Berry located?

Sarah G Berry is based in WORCESTER, Massachusetts, working with THE BERRY GROUP, LLC. Their office serves clients in the WORCESTER metropolitan area and surrounding communities.

How does Sarah G Berry charge for services?

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

How large is THE BERRY GROUP, LLC?

THE BERRY GROUP, LLC has approximately 4 employees and manages $553M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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