Matthew E. Berger

CRESCENT LAKE ADVISORS

Southborough, MA

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CRD#: 5747431

Professional summary

Matthew Ethan Berger, who also goes by Matthew Berger, is a registered financial advisor currently at CRESCENT LAKE ADVISORS located in Southborough, Massachusetts.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Matthew has worked at 2 firms and has passed the Series 65 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Berger

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.

Matthew Berger is currently employed by Bridge Investment Group as CFO of Bridge Logistics Properties focusing on the Logistics Value Add Fund Manager business. This is a Non-Investment Related Activity as Mr. Berger is not directly involved in the investment decision making. The address is: 111 E. Sego Lily Dr., Sandy, UT 84070. This activity accounts for up to 40 hours per week during normal business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Ethan Berger'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®

None

Experience

Current

May 13, 2020 - Present

CRESCENT LAKE ADVISORS

RIA

CRD#: 309030

Southborough, MA

Past

January 20, 2010 - May 10, 2013

OLD MUTUAL INVESTMENT PARTNERS

CRD#: 44916

BOSTON, MA

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

Massachusetts
(5/13/2020)

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Exams

State Security Law Exam

IAR

Series 65

Date: 2/7/2020

Uniform Investment Adviser Law Examination

Principal/Supervisory Exam

Series 27

Date: 1/19/2010

Financial and Operations Principal Examination

Current Firm

CRESCENT LAKE ADVISORS

CRESCENT LAKE ADVISORS | CRESCENT LAKE ADVISORS, LLC

CRD#: 309030 / SEC#:

Massachusetts

Registered Investment Advisory firm - (5/13/2020 Approved)

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Contact information

Main Address

Southborough, MA

Mailing Address

Phone number

(857) 891-3235

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew E. Berger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Ethan Berger's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRESCENT LAKE ADVISORS

OLD MUTUAL INVESTMENT PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/7/2020

Series 27

Date: 1/19/2010

Current Firm

CRESCENT LAKE ADVISORS

Contact information

Documents

Red Flags

Company Information

CRESCENT LAKE ADVISORS

TRUST BUT VERIFY

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