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Michelle Leigh Berry

BERRY WEALTH GROUP, LP·GRANBURY, Texas
SIE, Series 7, Series 24, Series 63CFPClean record28 years registeredBERRY WEALTH GROUP, LP
920 WHITEHEAD DR., GRANBURY, TX 76048CRD# 2953646Firm CRD# 327346

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle Leigh Berry · GRANBURY, TX
Registration
CRD #2953646 · BERRY WEALTH GROUP, LP · 28 years registered
Brand Profile
Not yet started
01

Career History

BERRY WEALTH GROUP
Sep 2023 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jan 2009 – Oct 2023
GRANBURY, TX
RAYMOND JAMES FINANCIAL SERVICES
Jan 1998 – Jan 2009
GRANBURY, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · January 8, 1998
Years registered · 28
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BERRY WEALTH GROUP, LP
CRD 327346 · SEC 801-128496
AUM
$230M
Regulatory assets under management
Employees
6
899 client accounts
Services offered by BERRY WEALTH GROUP, LP
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BERRY WEALTH GROUP, LP →
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05

Frequently Asked Questions

What services does Michelle Leigh Berry offer?
Michelle Leigh Berry specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GRANBURY, Texas for a consultation.
What are Michelle Leigh Berry's credentials?
Michelle Leigh Berry holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michelle Leigh Berry located?
Michelle Leigh Berry is based in GRANBURY, Texas, working with BERRY WEALTH GROUP, LP. Their office serves clients in the GRANBURY metropolitan area and surrounding communities.
How does Michelle Leigh Berry charge for services?
Michelle Leigh Berry's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERRY WEALTH GROUP, LP?
BERRY WEALTH GROUP, LP has approximately 6 employees and manages $230M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
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Research
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