Unclaimed Profile

Kevin Sean Berry

BRISTLECONE ADVISORS LLC·BELLEVUE, Washington

Series 6, Series 7, Series 63, Series 66Clean record23 years registeredBRISTLECONE ADVISORS LLC

10900 NE 4TH STREET, SUITE 1920, BELLEVUE, WA 98004CRD# 2894776Firm CRD# 109227

Profile Verification

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

Identity

Kevin Sean Berry · BELLEVUE, WA

Registration

CRD #2894776 · BRISTLECONE ADVISORS LLC · 23 years registered

Brand Profile

Not yet started

Career History

CORIENT

Oct 2025 – present

BRISTLECONE ADVISORS LLC

Apr 2010 – Oct 2025

BELLEVUE, WA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2009 – Apr 2010

BELLEVUE, WA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Jan 2003 – Oct 2009

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · January 2, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRISTLECONE ADVISORS LLC

CRD 109227 · SEC 801-56359

AUM

$1.9B

Regulatory assets under management

Employees

1,210 client accounts

Services offered by BRISTLECONE ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRISTLECONE ADVISORS LLC →

Introduction

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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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