Christopher Berry (CRD# 5484638) is an Investment Advisor Representative working at Castle Wealth Group Investments LLC in Brighton, MI and has over 6 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Castle Wealth Group Investments LLC | Brighton, MI | Feb 2022 - Current | 2 |
| Castle Wealth Group Investments LLC | Brighton, MI | Nov 2021 - Current | 2 |
| Castle Wealth Group | Brighton, MI | Jan 2019 - Current | 5 |
| Berry Law Dba Castle Wealth Group Legal | Brighton, MI | Jan 2005 - Current | 19 |
| Ae Wealth Management, LLC | Topeka, KS | Apr 2019 - Aug 2022 | 3 |
| C2p Capital Advisory Group Dba Prosperity Capital Advisors | Westlake, OH | Aug 2017 - Apr 2019 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
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Total Assets Under Management44MILLIONS
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Total Number of Accounts58ACCOUNTS
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Average Account Value$766,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MI
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