Matthew Berry (CRD# 7785515) is an Investment Advisor Representative working at Buttonwood Financial Advisors, Inc. in Baltimore, MD and has 1 year of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Buttonwood Financial Advisors | Baltimore, MD | Jul 2023 - Current | < 1 |
| Empirical LLC | Baltimore, MD | Mar 2015 - Jul 2023 | 8 |
| Patient Capital Management | Baltimore, MD | Dec 2020 - Jan 2023 | 2 |
| Ideal Electrical Supply Corp | Washington, DC | Jun 2020 - Dec 2021 | 1 |
| Pavement Company LLC | Waldorf, MD | Sep 2018 - Sep 2020 | 2 |
| Ideal Electrical Supply Corp | Washington, DC | Apr 2017 - Aug 2018 | 1 |
| Interprise Partners | Columbia, MD | Oct 2015 - Jun 2016 | < 1 |
| Lane Five Capital Management | Towson, MD | Jun 2010 - Mar 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MD
- TX
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Total Assets Under Management308MILLIONS
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Total Number of Accounts969ACCOUNTS
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Average Account Value$317,925
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, DC, FL, GA, IL, MD, NH, NY, PA, TX, VA
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