Conner
Berry
Arkadios Wealth Advisors
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About this Advisor
Conner Berry is a financial advisor operating in Atlanta, Georgia with a total of 1 year of industry experience. Berry currently works for Arkadios Wealth Advisors. During their career, Berry has held roles at Arkadios Capital, Bbva, Republic Finance, Tradewind Coffee Co, Shea'S Wildflower Co and Arkadios Wealth Advisors. Berry maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Georgia. Arkadios Wealth Advisors is a firm based out of Atlanta, GA. The firm has offices in 47 locations and a total of 140 employees. It has $2 billion in assets between its 8,782 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises eight charitable organizations. Of its 8,782 accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets available to invest. The business performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management are based on which services the firm provides the client. However, fees charged by Arkadios Wealth Advisors may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arkadios Wealth Advisors Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,757,945,482
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
140
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
8,782
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$200,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Conner Berry Work History
Conner has been registered as a financial advisor for 1 years.*
Arkadios Wealth Advisors
Arkadios Capital
Bbva
Republic Finance
Tradewind Coffee Co
Shea'S Wildflower Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Conner Berry 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 Arkadios Wealth Advisors
Waukesha, WI
Atlanta, GA
Atlanta, GA
Columbia, SC
Angleton, TX
Atlanta, GA
Madison Lake, MN
Jacksonville, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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