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Conner Berry

Arkadios Wealth Advisors

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About Conner Berry

Conner Berry is a registered representative of Arkadios Wealth Advisors in Atlanta, Georgia. Conner has been in the financial services industry since 2010, and has a Series 7, Series 66 and Series 52TO license. Conner is a licensed investment advisor in Georgia and has experience providing financial planning and portfolio management services to individuals and businesses. Conner is committed to helping clients achieve their financial goals, and is dedicated to providing them with personalized advice and guidance.

Firm Information

Conner Berry is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Conner Berry’s Registration & Firm History

GA

05/04/2022 - Present

Arkadios Wealth Advisors (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 05/02/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/19/2024

Series 52TO - Municipal Securities Representative Examination

BC

Issued 11/13/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/08/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Conner Berry.
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