Tyler Berry, financial advisor Franklin TN

Tyler Berry

CRD Number: 2723529
Current Firm: B Riley Wealth Management

Tyler Berry (CRD# 2723529) is an Investment Advisor Representative working at B Riley Wealth Management in Franklin, TN and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
B. Riley Wealth Advisors, Inc. Memphis, TN Jul 2022 - Current < 1
B. Riley Wealth Management Memphis, TN Feb 2015 - Current 7
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Feb 2015 < 1
Morgan Stanley Smith Barney Franklin, TN Jun 2009 - Feb 2015 5
Morgan Stanley & Company, Incorporated Nashville, TN Apr 2007 - Feb 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1996
S65 NASAA Investment Advisors Law Examination May 1996
Contact Info for Tyler R. Berry
Phone Number: 901-251-1330
Registered State(s):
  • SC
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    4,119
    MILLIONS
  • Total Number of Accounts
    9,621
    ACCOUNTS
  • Average Account Value
    $428,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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