David
Berney
Stangier Wealth Management
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About this Advisor
David Berney is a financial advisor based out of Portland, Oregon, who has 2 years of industry experience. Berney is an advisor for Stangier Wealth Management. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Pacific University, Bank Of America, N.A, Renewall LLC, Marist High School, 541 Cryo And Laser, Springfield Police Department, Summit Funding and Stangier Wealth Management. Berney holds Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Oregon. Stangier Wealth Management is a registered investment firm headquartered in Portland, OR. It administers $210 million in total assets among its 1,372 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,372 client accounts, 18% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules usually vary depending on the financial services. However, fees billed by Stangier Wealth Management 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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Stangier Wealth Management Brokerage Details
$210,197,274
4
1,372
$153,205
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
David Berney Work History
David has been registered as a financial advisor for 2 years.*
Stangier Wealth Management
Summit Funding
Springfield Police Department
Marist High School
541 Cryo And Laser
Renewall LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Pacific University
*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 David Berney 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 Stangier Wealth Management
Portland, OR
Portland, OR
Portland, OR
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