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Kevin Sean Berry

BRISTLECONE ADVISORS LLC·BELLEVUE, Washington
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10900 NE 4TH STREET, SUITE 1920, BELLEVUE, WA 98004CRD# 2894776Firm CRD# 109227
01

About

Kevin Sean Berry is a registered financial advisor based in BELLEVUE, Washington, affiliated with BRISTLECONE ADVISORS 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
BRISTLECONE ADVISORS LLC
BRISTLECONE ADVISORS LLC
AUM
$1.9B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at BRISTLECONE ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2894776
Firm CRD# 109227
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Sean Berry offer?
Kevin Sean Berry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.
What are Kevin Sean Berry's credentials?
Kevin Sean Berry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Sean Berry located?
Kevin Sean Berry is based in BELLEVUE, Washington, working with BRISTLECONE ADVISORS LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Kevin Sean Berry charge for services?
Kevin Sean Berry's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRISTLECONE ADVISORS LLC?
BRISTLECONE ADVISORS LLC has approximately 19 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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