Emily Berry, financial advisor Saint Louis MO

Emily Berry

CRD Number: 6961722
Current Firm: Severin Investments LLC

Emily Berry (CRD# 6961722) is an Investment Advisor Representative working at Severin Investments LLC in Saint Louis, MO and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Severin Investments, LLC Saint Louis, MO Sep 2021 - Current < 1
Wells Fargo Advisors Clayton, MO Sep 2019 - Sep 2021 2
Wells Fargo Advisors Saint Louis, MO May 2018 - Sep 2019 1
Preferred Family Healthcare Saint Louis, MO Jun 2015 - May 2018 2
Truman State University Kirksville, MO Aug 2011 - May 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Emily Berry
Phone Number: 314-983-2707
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    110
    MILLIONS
  • Total Number of Accounts
    550
    ACCOUNTS
  • Average Account Value
    $199,179
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
Types of Clients
Registered States

CA, FL, IL, MO, NE, TX

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