BB
Bryan R. Berg
El Dorado Hills, CA
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CRD#: 7480822
BB
Bryan Robert Berg
Professional summary
Bryan Robert Berg was a registered financial advisor .
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Bryan had worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.
At a Glance
Always Fiduciary
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
August 13, 2026 - Present
El Dorado Hills, CA
Past
January 6, 2023 - March 20, 2026
CIBC WORLD MARKETS CORP.
BD
CRD#: 630
NEW YORK, NY
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(8/13/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/6/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
Current firm
No current employment
Red Flags
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