Brett Berry, financial advisor Menlo Park CA
86 score

Brett Berry

CRD Number: 1926468
Current Firm: First Republic Investment Management, Inc.

Brett Berry (CRD# 1926468) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Menlo Park, CA and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
First Republic Investment Management, Inc. Menlo Park, CA Apr 2017 - Current 1
First Republic Securities Company, LLC Menlo Park, CA Apr 2017 - Current 1
First Republic Investment Management Palo Alto, CA Nov 2006 - Apr 2017 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2000
S63 Uniform Securities State Law Examination Jan 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Brett W. Berry
Phone Number: 415-392-1400
Registered State(s):
  • AZ
  • NV
  • WA
  • CA
  • CO
  • FL
  • OH
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    65,378
    MILLIONS
  • Total Number of Accounts
    39,752
    ACCOUNTS
  • Average Account Value
    $1,644,640
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
86

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