Unclaimed Profile

David Berry

COPPER BEECH TREE LLC·BLOOMFIELD HILLS, Michigan

Clean recordCOPPER BEECH TREE LLC

33 BLOOMFIELD HILLS PARKWAY, BLOOMFIELD HILLS, MI 48304CRD# 2419241Firm CRD# 151476

Profile Verification

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

Identity

David Berry · BLOOMFIELD HILLS, MI

Registration

CRD #2419241 · COPPER BEECH TREE LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Berry is a registered financial advisor based in BLOOMFIELD HILLS, Michigan, affiliated with COPPER BEECH TREE LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

COPPER BEECH TREE LLC

COPPER BEECH WEALTH MANAGEMENT

AUM

$95M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COPPER BEECH TREE LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2419241

Firm CRD# 151476

View on FINRA BrokerCheck →

Looking for a financial advisor in BLOOMFIELD HILLS?

Browse all registered financial advisors in BLOOMFIELD HILLS, Michigan or claim this profile if it's yours.

Browse BLOOMFIELD HILLS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Berry offer?

David Berry specializes in Financial Planning, Investment Management. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are David Berry's credentials?

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

Where is David Berry located?

David Berry is based in BLOOMFIELD HILLS, Michigan, working with COPPER BEECH TREE LLC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.

How does David Berry charge for services?

David 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 COPPER BEECH TREE LLC?

COPPER BEECH TREE LLC has approximately 4 employees and manages $95M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →