Unclaimed Profile

Sarah G Berry

THE BERRY GROUP, LLC·WORCESTER, Massachusetts

SIE, Series 3, Series 7, Series 8, Series 63, Series 66Clean record9 years registeredTHE 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 · 9 years registered

Brand Profile

Not yet started

Career History

MONETA GROUP INVESTMENT ADVISORS, LLC

Feb 2021 – present

THE BERRY GROUP

Feb 2020 – Feb 2021

WORCESTER, MA

THE BERRY GROUP

Oct 2019 – Dec 2019

WORCESTER, MA

WELLS FARGO CLEARING SERVICES, LLC

Jul 2017 – Sep 2019

WORCESTER, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 63

Series 66

Registration record

First registered · July 21, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE BERRY GROUP, LLC

CRD 301876 · SEC 801-116864

AUM

$553M

Regulatory assets under management

Employees

1,066 client accounts

Services offered by THE BERRY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE BERRY GROUP, LLC →

Introduction

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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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