ML
Michelle Leigh Berry
CRD 2953646
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Berry Wealth Group, Lp | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Berry Wealth Group, Lp
President And Chief Compliance Officer · 25% – 50% · Jun 2024
-
Berry Wealth Group, Lp
Owner · 75% or more · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗