Michael S. Berry
Professional summary
Michael Scott Berry, ChFC®, who also goes by Michael Scott Berry Mr., Mike Berry, is a registered financial advisor currently at APRICITY FINANCIAL, LLC located in Mooresville, North Carolina.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michael has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Scott Berry's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 29, 2024 - Present
APRICITY FINANCIAL, LLC
February 8, 2022 - March 4, 2024
ADDICUS ADVISORY, LLC
July 10, 2015 - October 25, 2016
LION STREET FINANCIAL, LLC
February 26, 2013 - April 26, 2022
MSF INVESTMENT ADVISORY LLC.
September 28, 2012 - January 24, 2013
PURSHE KAPLAN STERLING INVESTMENTS
December 22, 2011 - January 9, 2013
OJM GROUP, LLC
March 24, 2005 - August 5, 2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
March 14, 2000 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
November 17, 1999 - August 5, 2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/14/2025)
(4/29/2024)
(10/18/2024)
(8/5/2024)
(5/3/2024)
(5/6/2024)
(9/9/2024)
Exams
Current Firm
APRICITY FINANCIAL, LLC
CRD#: 330201 / SEC#: 801-134856
Contact information
Regulatory assets under management
| Total Number of Accounts | 179 |
| AUM (Assets Under Management) | $ 108,809,983 |
Red Flags
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