Barry
Berg
Steward Partners Investment Advisory, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Barry Berg is a financial advisor based in Palm Beach Gardens, Florida, working with Steward Partners Investment Advisory, LLC. Barry has previously worked at Credit Suisse Securities (Usa LLC, Credit Suisse Lending LLC, First Republic Investment Management, Inc, First Republic Securities Company, LLC, Steward Partners Investment Solutions, LLC, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC, and Retired. Barry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Louisiana, and Texas. Currently, Barry is part of Steward Partners Investment Advisory, LLC, which operates out of Palm Beach Gardens, Florida. The firm has 111 offices and 591 employees. Steward Partners Investment Advisory, LLC manages assets totaling $24.8 billion and serves charitable organizations and high-net-worth individuals. The firm offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Steward Partners Investment Advisory, LLC Brokerage Details
$24,754,104,885
591
54,866
$451,174
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Barry Berg Work History
Steward Partners Investment Solutions, LLC
Steward Partners Global Advisory, LLC
Steward Partners Investment Advisory, LLC
Retired
First Republic Investment Management, Inc
First Republic Securities Company, LLC
Credit Suisse Lending LLC
Credit Suisse Securities (Usa LLC
Disclosures
Please visit the SEC profile of Barry Berg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Steward Partners Investment Advisory, LLC
Chesapeake, VA
Bethesda, MD
Tigard, OR
Keene, NH
New York, NY
New York, NY
Jasper, AL
New York, NY
The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
