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ZB

Zachary C. Berry

PRECISION WEALTH ADVISORS
TEMPERANCE, MI
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CRD#: 7118784
ZB
Zachary Clay-william Berry SrPRECISION WEALTH ADVISORS

Professional summary


Zachary Clay-william Berry Sr, who also goes by Berry Berry, Zachary Clay-william Berry Sr, Zack Berry, is a registered financial advisor currently at PRECISION WEALTH ADVISORS located in Temperance, Michigan.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Zachary has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance


Always Fiduciary

Aliases


Berry Berry | Zachary Clay-William Berry Sr | Zack 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.
-licensed insurance agent with Precision Wealth Advisors LLC.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Zachary Clay-william Berry Sr'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

July 27, 2026 - Present

PRECISION WEALTH ADVISORS

RIA
CRD#: 343348
TEMPERANCE, MI
Past

February 12, 2025 - August 4, 2026

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
TOLEDO, OH
Past

February 4, 2025 - August 4, 2026

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
TOLEDO, OH
Past

February 3, 2020 - January 30, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Toledo, OH

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
(7/27/2026)
IAR
Ohio
(7/28/2026)
IAR
Texas
(7/27/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/1/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 2/1/2020
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam

Current Firm


PW
PRECISION WEALTH ADVISORS
PRECISION WEALTH ADVISORS | PRECISION WEALTH ADVISORS LLC

CRD#: 343348 / SEC#:

Michigan
Registered Investment Advisory firm - (7/7/2026 Approved)
Ohio
Registered Investment Advisory firm - (7/6/2026 Approved)
Texas
Registered Investment Advisory firm - (7/7/2026 Conditional Restricted)
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Contact information


Main Address
Temperance, MI
Mailing Address
Phone number
(734) 735-5832
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

Red Flags


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

Company Information


PRECISION WEALTH ADVISORS

CRD#: 343348Temperance, MI

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