GB
Gregory R. Berry
CONSCIOUS CAPITAL WEALTH MANAGEMENT
Boulder, CO 80302
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CRD#: 6819496
GB
Professional summary
Gregory Richard Berry, who also goes by Gregory Berry, is a registered financial advisor currently at CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC located in Boulder, Colorado.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Gregory has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gregory 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.
BOARD DIRECTOR; THE CLOCKTOWER PROJECT; INVESTMENT RELATED: YES; 1002 WALNUT ST, SUITE 300, BOULDER, CO, USA, 80302; NON PROFIT DEDICATED TO INCREASING AWARENESS AND COMMUNICATION AROUND CLIMATE CHANGE; PROVIDE ADVICE, OVERSIGHT, GOVERNANCE, CONNECT COMPANY TO NEW OPPORTUNITIES, AND SUPPORT LEADERSHIP; 2020-09-15; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 4; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 4. Advisor; Trailhead Capital; investment related: Yes; Location of the business: 1803 South Foothills Way Boulder CO 80303 United States; Description of the business: Venture Capital fund in the regenerative agriculture field.; Responsibilities Duties: Advise General Partners on strategy; Advise portfolio companies ; Start date with business: 2023-06-06; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 2; Conscious Alternative Asset Management; Business Development; Investment related: Yes; Location: 601 S. Harbour Blvd. Tampa FL 33602 United States; Description: A company specializing in consciously curated alternative investment opportunities centered around human evolution, while also seeking profitable returns. You can find more information about the organization on their website: www.caam.global; Responsibilities Duties: Sales, Business Development; Start date: 2024-01-01; Hours devoted to business during trading hours: 4; Hours devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 10; Contact person at the organization: Lawrence Ford; Website address for the organization: www.caam.global. Relationship Manager; Bespoke Advisory; Investment Related; Location: 32065 Castle Ct Suite 250 A Evergreen CO 80439; Description: Bespoke is an RIA focused on Ultra High Net Worth clients, with a net worth between $25mm and $750mm; Responsibilities: Identify and close new clients; serve as primary point of contact with clients; participate in investment advisor identification and selection; impact investing strategy; Start date: 2024-06-15; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 30; Contact person at the organization: Matthew McClintock; Website address for the organization: https://bespokegroup.io/.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Richard 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®
NoneExperience
Current
July 23, 2019 - Present
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC
Office #1: 885 Arapahoe Ave, Boulder, CO 80302RIA
CRD#: 174670
Boulder, CO
Past
July 12, 2017 - July 26, 2019
PRINCIPIUM INVESTMENTS LLC
RIA
CRD#: 124989
BOULDER, CO
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".
CC
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC
CRD#: 174670 / SEC#: 801-119516
RIA
Registered Investment Advisory firm - (10/7/2020 Approved)California
Registered Investment Advisory firm - (11/25/2020 Terminated)Colorado
Registered Investment Advisory firm - (10/30/2020 Terminated)Connecticut
Registered Investment Advisory firm - (2/17/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (10/26/2020 Terminated)New Jersey
Registered Investment Advisory firm - (10/26/2020 Terminated)New York
Registered Investment Advisory firm - (10/26/2020 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
California(8/16/2019)
IAR
Colorado(7/23/2019)
IAR
Texas(1/28/2022)
Current Firm
CC
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC
CRD#: 174670 / SEC#: 801-119516
RIA
Registered Investment Advisory firm - (10/7/2020 Approved)California
Registered Investment Advisory firm - (11/25/2020 Terminated)Colorado
Registered Investment Advisory firm - (10/30/2020 Terminated)Connecticut
Registered Investment Advisory firm - (2/17/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (10/26/2020 Terminated)New Jersey
Registered Investment Advisory firm - (10/26/2020 Terminated)New York
Registered Investment Advisory firm - (10/26/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
601 S. Harbour Blvd Suite 109, Tampa, FL 33602
Mailing Address
Phone number
(860) 659-8299
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 609 |
| AUM (Assets Under Management) | $ 121,942,760 |
Red Flags
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