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Christopher D Berris

Buell Investment Advisors

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About Christopher D Berris

Christopher Berris has been a registered investment advisor since 1986. Christopher is currently registered with Buell Investment Advisors in Connecticut. Christopher has previously worked at FECHTOR, DETWILER & CO., INC. and NORTH AMERICAN INVESTMENT CORP.. Christopher has experience in financial planning, portfolio management for individuals, and portfolio management for businesses. Christopher offers a range of compensation arrangements, including fixed fees, hourly charges, and a percentage of assets. Christopher is actively registered with FINRA and has a total of 20 state registrations.

Firm Information

Christopher Berris is currently registered with Buell Investment Advisors. Buell Investment Advisors is an investment advisor with 1 licensed agent and 4 investment advisor representatives. They have a total of $35,152,939 in regulatory assets under management and primarily serve high-net-worth individuals and individuals other than high-net-worth. They offer financial planning and portfolio management services for individuals. Their client base includes 86 high-net-worth individuals with $31,309,762 in assets under management and 20 other individuals with $3,843,177 in assets under management. They participate in wrap fee programs.

$35.15M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Berris’s Registration & Firm History

CT

07/14/2015 - Present

Buell Investment Advisors (GLASTONBURY CT)

MA

07/06/1988 - 10/06/1992

FECHTOR, DETWILER & CO., INC. (BOSTON MA)

NA

01/22/1986 - 07/19/1988

NORTH AMERICAN INVESTMENT CORP.

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Licenses & Designations

BC

Issued 08/13/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/1998

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 01/24/1996

Series 24 - General Securities Principal Examination

BC

Issued 05/29/2024

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher D Berris.
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