Christopher J. Berry

CASTLE WEALTH GROUP INVESTMENTS LLC

Brighton, MI 48116

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CRD#: 5484638

Professional summary

Christopher James Berry, CFP®, who also goes by Christopher J Berry, is a registered financial advisor currently at CASTLE WEALTH GROUP INVESTMENTS LLC located in Brighton, Michigan.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Christopher has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher J Berry

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) CASTLE WEALTH GROUP; YES INVESTMENT RELATED; 8550 W GRAND RIVER AVE, SUITE 200, BRIGHTON, MI 48116; INSURANCE SALES; Insurance Agent; START DATE 01/2019; APPROX 40 HRS/MONTH; APPROX 40 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. (2.) BERRY LAW DBA Castle Wealth Group Legal; NOT INVESTMENT RELATED; 8550 W GRAND RIVER AVE, SUITE 200, BRIGHTON, MI 48116; LAW FIRM; Attorney; START DATE 01/2005; APPROX 120 HRS/MONTH; APPROX 120 HRS/MONTH DURING TRADING; OFFERS LEGAL SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher James Berry's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

March 15, 2022 - Present

CASTLE WEALTH GROUP INVESTMENTS LLC

Office #1: 1024 E. Grand River Ave Suite A, Brighton, MI 48116

RIA

CRD#: 318990

Brighton, MI

Past

April 3, 2019 - August 15, 2022

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

BRIGHTON, MI

Past

August 9, 2017 - April 4, 2019

PROSPERITY CAPITAL ADVISORS

RIA

CRD#: 156480

Brighton, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(3/15/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/1/2017

Uniform Investment Adviser Law Examination

Current Firm

CASTLE WEALTH GROUP INVESTMENTS LLC

CRD#: 318990 / SEC#:

Michigan

Registered Investment Advisory firm - (3/15/2022 Approved)

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Contact information

Main Address

1024 E. Grand River Ave Suite A, Brighton, MI 48116

Mailing Address

Phone number

(844) 855-4200

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	95
AUM (Assets Under Management)	$ 39,572,367

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.

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Christopher J. Berry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher James Berry's CRS (Customer Relationship Summary).

Certified licenses

Experience

CASTLE WEALTH GROUP INVESTMENTS LLC

AE WEALTH MANAGEMENT, LLC

PROSPERITY CAPITAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/1/2017

Current Firm

CASTLE WEALTH GROUP INVESTMENTS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CASTLE WEALTH GROUP INVESTMENTS LLC

TRUST BUT VERIFY

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