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Matthew Dawson Berry

HERSHEY FINANCIAL ADVISERS, LLC·LANCASTER, Pennsylvania
Unclaimed Profile
120 NORTH POINTE BLVD, LANCASTER, PA 17601CRD# 6286952Firm CRD# 149907
01

About

Matthew Dawson Berry is a registered financial advisor based in LANCASTER, Pennsylvania, affiliated with HERSHEY FINANCIAL ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HERSHEY FINANCIAL ADVISERS, LLC
HERSHEY FINANCIAL ADVISERS, LLC
AUM
$123M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at HERSHEY FINANCIAL ADVISERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6286952
Firm CRD# 149907
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Dawson Berry offer?
Matthew Dawson Berry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LANCASTER, Pennsylvania for a consultation.
What are Matthew Dawson Berry's credentials?
Matthew Dawson Berry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Dawson Berry located?
Matthew Dawson Berry is based in LANCASTER, Pennsylvania, working with HERSHEY FINANCIAL ADVISERS, LLC. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.
How does Matthew Dawson Berry charge for services?
Matthew Dawson 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 HERSHEY FINANCIAL ADVISERS, LLC?
HERSHEY FINANCIAL ADVISERS, LLC has approximately 7 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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