Congress Wealth Management LLC

Investment Advisor
in Boston, MA

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About this Advisor

John Berry is a financial advisor based out of Boston, Massachusetts, with a total of 3 years of industry experience. Berry is an employee of Congress Wealth Management LLC. During their career, the advisor has held roles at Charles Schwab & Co., Inc, Charles Schwab Bank, Congress Wealth Management LLC and Congress Wealth Management, LLC. Berry holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to advise clients in Massachusetts. Congress Wealth Management LLC is a business that has its headquarters in Boston, MA. The company has offices in 10 locations and a total of 70 advisors. It oversees $5 billion in total assets among its 10,485 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 10 charities and foundations. Of its 10,485 accounts, 56% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules usually depend on the type of services offered. Fees billed by Congress Wealth Management LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

155 Seaport Blvd 3Rd Floor
Boston, MA 02210

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Congress Wealth Management LLC Brokerage Details

Total Assets Under Management


MA Average: $16,012,751,954
Total Number of Employees


MA Average: 118
Total Number of Accounts


MA Average: 4,567
Average Account Size


MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

John Berry Work History

John has been registered as a financial advisor for 3 years.*

2020 - Present (3 years)

Congress Wealth Management, LLC

2016 - 2020 (4 years)

Congress Wealth Management LLC

2013 - 2016 (3 years)

Charles Schwab & Co.,Inc

2013 - 2016 (3 years)

Charles Schwab Bank

*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.


Please visit the SEC profile of John 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 Congress Wealth Management LLC

John Berry
Boston, MA
Clinton Lynch
Boston, MA
Lauren Manning
Boston, MA
Peter Flournoy
Boston, MA
Stephen Wright
Miami, FL
Michael Green
Boston, MA
Ryan Carroll
Boston, MA
Robert Driscoll
Boston, MA

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

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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.

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