Edward Berry (CRD# 2309361) is an Investment Advisor Representative working at Greenshields Capital LLC in El Segundo, CA and has over 17 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenshields Capital | El Segundo, CA | Jan 2017 - Current | 7 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2017 - Current | 7 |
| Questar Asset Management | Minneapolis, MN | May 2007 - Jan 2017 | 9 |
| Questar Capital Corporation | Minneapolis, MN | Sep 2005 - Jan 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2007 |
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- CA
- TX
-
Total Assets Under Management158MILLIONS
-
Total Number of Accounts351ACCOUNTS
-
Average Account Value$450,826
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, LA, TX
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