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Dennis Patrick Berry

Black Knight Wealth Management, LLC

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About Dennis Patrick Berry

Dennis Berry is an investment advisor representative at Black Knight Wealth Management, LLC. Dennis has over 20 years of experience in the financial services industry. Dennis is registered with the state of Arkansas and Louisiana. Dennis holds the Series 7, 63, 65, 9, 10, and 31 licenses. Dennis provides financial planning and portfolio management services to individuals and families. Dennis has experience working with a wide range of clients, including high-net-worth individuals.

Firm Information

Dennis Berry is currently registered with Black Knight Wealth Management, LLC. Black Knight Wealth Management, LLC is an investment advisor registered with the SEC and has offices in . The firm manages approximately $163,201,808 in assets, primarily for high-net-worth individuals and individuals other than high-net-worth. The firm provides financial planning and portfolio management services.

$163.20M

Assets Under Management

207

Total Clients

6

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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Dennis Berry’s Registration & Firm History

TX

03/16/2020 - Present

Black Knight Wealth Management, LLC (FRISCO TX)

LA

06/01/2009 - 02/18/2020

MORGAN STANLEY (SHREVEPORT LA)

AR

01/23/2004 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (LITTLE ROCK AR)

NY

01/21/1999 - 01/28/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/24/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/29/2011

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/12/2011

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 01/15/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dennis Patrick Berry.
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