Dennis Berry, financial advisor Frisco TX

Dennis Berry

CRD Number: 3156326
Current Firm: Black Knight Wealth Management, LLC

Dennis Berry (CRD# 3156326) is an Investment Advisor Representative working at Black Knight Wealth Management, LLC in Frisco, TX and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Black Knight Wealth Management, LLC Pearcy, AR Feb 2020 - Current 4
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 9
Morgan Stanley Smith Barney Hot Springs, AR Jun 2009 - Current 14
Morgan Stanley Little Rock, AR Jan 2004 - Jan 2020 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Dennis P. Berry
Phone Number: 972-786-6527
Registered State(s):
  • AR
  • LA
Current Firm Details
Black Knight Wealth Management, LLC
Firm's CRD Number: 305515
By the Numbers
  • Total Assets Under Management
    163
    MILLIONS
  • Total Number of Accounts
    542
    ACCOUNTS
  • Average Account Value
    $301,110
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AR, IL, KS, LA, MO, MT, NM, PA, TX

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