Marcus
Berry
Adell Harriman & Carpenter
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About this Advisor
Marcus Berry is a financial advisor based in Houston, Texas, working with Adell Harriman & Carpenter. Marcus has previously held positions at The Driven Group, LLC, Red Styxx Beverage, LLC, and Marcus W. Berry, Inc. Marcus has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Marcus is part of Adell Harriman & Carpenter, which operates out of Houston, Texas. The firm has 11 employees and manages assets totaling $1.3 billion. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Adell Harriman & Carpenter includes asset-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Adell Harriman & Carpenter Brokerage Details
$1,332,289,328
11
1,963
$678,701
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Marcus Berry Work History
The Driven Group, LLC
Red Styxx Beverage, LLC
Marcus W. Berry, Inc
Disclosures
Please visit the SEC profile of Marcus 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 Adell Harriman & Carpenter
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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