Dennis BerryCRD Number: 3156326
Current Firm: Morgan Stanley
Dennis Berry (CRD# 3156326) is an Investment Advisor Representative working at Morgan Stanley in Hot Springs National Park, AR and has over 18 years of experience in the finance industry.
Royal Fund Management, LLC
State Farm Investment Management Corp.
Hot Springs Asset Management, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||2|
|Morgan Stanley Smith Barney||Hot Springs, AR||Jun 2009 - Current||7|
|Citigroup Global Markets Inc.||Little Rock, AR||Jan 2004 - Jun 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S65||NASAA Investment Advisors Law Examination||Feb 1999|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV