Stanley
Berry
Westminster Financial Advisory Corp
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About this Advisor
Stanley Berry is a financial advisor based in Bloomfield, Connecticut, working with Westminster Financial Advisory Corp. Stanley has previously held positions at Investacorp, Inc, Securities America, Inc, Securities America Advisors, Inc, and Westminster Financial Companies. Stanley has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Connecticut, Florida, New York, and Pennsylvania. Currently, Stanley is part of Westminster Financial Advisory Corp, which operates out of Bloomfield, Connecticut. The firm has 12 offices and 40 employees. The firm manages assets totaling $920.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Westminster Financial Advisory Corp includes asset-based, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Westminster Financial Advisory Corp Brokerage Details
$920,269,282
40
2,260
$407,199
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Stanley Berry Work History
Westminster Financial Companies
Securities America, Inc
Securities America Advisors, Inc
Investacorp, Inc
Disclosures
Please visit the SEC profile of Stanley Berry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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