Unclaimed Profile

David Berry

COPPER BEECH TREE LLC·BLOOMFIELD HILLS, Michigan

SIE, Series 6, Series 7, Series 63CFAClean record15 years registeredCOPPER 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 · 15 years registered

Brand Profile

Not yet started

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.

Sep 2016 – present

COPPER BEECH WEALTH MANAGEMENT

Jan 2011 – Sep 2016

BLOOMFIELD HILLS, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · January 7, 2011

Years registered · 15

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COPPER BEECH TREE LLC

CRD 151476 · SEC 801-70606

AUM

$95M

Regulatory assets under management

Employees

318 client accounts

Services offered by COPPER BEECH TREE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COPPER BEECH TREE LLC →

Introduction

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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 holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

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.

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