Christopher D. Berris
Professional summary
Christopher D Berris, who also goes by Chris D Berris, is a registered financial advisor currently at BUELL INVESTMENT ADVISORS located in Glastonbury, Connecticut and BUELL SECURITIES CORP. located in Glastonbury, Connecticut.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Christopher has worked at 4 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 28 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher D Berris's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 14, 2015 - Present
BUELL INVESTMENT ADVISORS
Office #1: 200 Glastonbury Blvd 1st Fl, Glastonbury, CT 06033October 7, 1992 - Present
BUELL SECURITIES CORP.
Office #1: 200 Glastonbury Boulevard Suite 102, Glastonbury, CT 06033July 6, 1988 - October 6, 1992
DETWILER FENTON & CO.
January 22, 1986 - July 19, 1988
NORTH AMERICAN INVESTMENT CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/25/2002)
(11/25/2002)
(7/5/2011)
(10/8/1992)
(7/14/2015)
(3/31/2015)
(10/13/1992)
(7/7/2014)
(10/16/1992)
(11/25/2002)
(12/7/2009)
(12/18/1992)
(12/13/2006)
(12/6/1995)
(12/24/2013)
(12/13/2006)
(10/15/1992)
(1/25/2002)
(1/9/2007)
(3/13/2012)
(4/5/2010)
Exams
Series 52TO
Date: 5/29/2024
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 28
Date: 4/1/1998
Introducing Broker/Dealer Financial Operations Principal ExaminationFINRA
Current Firm
BUELL INVESTMENT ADVISORS
CRD#: 173423 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 106 |
| AUM (Assets Under Management) | $ 35,152,939 |
Red Flags
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