Angela F. Berry
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Angela F Berry, who also goes by Angela Faye Berry, Angela Berry, was a registered financial professional .
Angela is a previously registered financial professional and started their career in finance in 2003. Angela had worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 31, 2025 - August 25, 2025
STRATEGIC ADVISERS LLC
January 25, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
December 23, 2020 - August 25, 2025
FIDELITY BROKERAGE SERVICES LLC
January 11, 2018 - October 28, 2020
J.P. MORGAN SECURITIES LLC
January 11, 2018 - October 28, 2020
J.P. MORGAN SECURITIES LLC
May 17, 2016 - January 2, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 17, 2016 - January 2, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 16, 2014 - January 25, 2016
LTS CAPITAL ADVISORS
April 19, 2013 - May 30, 2014
CITIGROUP GLOBAL MARKETS INC.
April 19, 2013 - May 30, 2014
CITIGROUP GLOBAL MARKETS INC.
October 23, 2006 - April 22, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 20, 2006 - April 22, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 25, 2003 - October 7, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
March 6, 2003 - July 3, 2006
IDS LIFE INSURANCE COMPANY
March 6, 2003 - October 7, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
