Matthew D. Berry
HERSHEY FINANCIAL ADVISERS
Lancaster, PA 17601
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CRD#: 6286952
Professional summary
Matthew Dawson Berry, CFP® is a registered financial advisor currently at HERSHEY FINANCIAL ADVISERS, LLC located in Lancaster, Pennsylvania.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Matthew has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
LAMPETER CHURCH OF THE BRETHREN
1900 LAMPETER ROAD, LANCASTER, PA 17602
(717) 464-2050
PASTOR
ACCIDENT AND HEALTH, LIFE AND FIXED ANNUITIES
CASUALTY AND ALLIED LINES
PROPERTY AND ALLIED LINES
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Dawson 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®
Start date: 2019
Experience
Current
May 5, 2015 - Present
HERSHEY FINANCIAL ADVISERS, LLC
Office #1: 120 North Pointe Blvd Suite 300, Lancaster, PA 17601RIA
CRD#: 149907
Lancaster, PA
Past
February 24, 2014 - October 1, 2014
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
BD
CRD#: 611
HARRISBURG, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HF
HERSHEY FINANCIAL ADVISERS, LLC
HERSHEY FINANCIAL ADVISERS, LLC | HERSHEY FINNANCIAL ADVISERS, LLC
CRD#: 149907 / SEC#: 801-128090
RIA
Registered Investment Advisory firm - (6/8/2023 Approved)Florida
Registered Investment Advisory firm - (3/22/2024 Terminated)Maryland
Registered Investment Advisory firm - (3/28/2024 Terminated)North Carolina
Registered Investment Advisory firm - (3/25/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/26/2023 Terminated)Tennessee
Registered Investment Advisory firm - (3/22/2024 Terminated)Texas
Registered Investment Advisory firm - (3/22/2024 Terminated)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
Pennsylvania(5/5/2015)
IAR
Tennessee(11/2/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
HF
HERSHEY FINANCIAL ADVISERS, LLC
HERSHEY FINANCIAL ADVISERS, LLC | HERSHEY FINNANCIAL ADVISERS, LLC
CRD#: 149907 / SEC#: 801-128090
RIA
Registered Investment Advisory firm - (6/8/2023 Approved)Florida
Registered Investment Advisory firm - (3/22/2024 Terminated)Maryland
Registered Investment Advisory firm - (3/28/2024 Terminated)North Carolina
Registered Investment Advisory firm - (3/25/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/26/2023 Terminated)Tennessee
Registered Investment Advisory firm - (3/22/2024 Terminated)Texas
Registered Investment Advisory firm - (3/22/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
120 North Pointe Blvd Suite 300, Lancaster, PA 17601
Mailing Address
Phone number
(717) 295-8888
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 991 |
| AUM (Assets Under Management) | $ 139,268,500 |
Red Flags
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Company Information
HERSHEY FINANCIAL ADVISERS, LLC
CRD#: 149907Lancaster, PA 17601TRUST BUT VERIFY
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