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Richard Anthony Berry

Alphastar Capital Management

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About Richard Anthony Berry

Richard Anthony Berry is an investment advisor representative with Alphastar Capital Management. Richard Anthony Berry is registered with the state of South Carolina. Richard Anthony Berry has been in the industry since August 20, 1987. Richard Anthony Berry is also affiliated with Berry Financial Group, Inc. and Berry Financial Securities, LLC. Richard Anthony Berry has passed the Series 6, Series 22, and Series 63 exams. Richard Anthony Berry's professional designations include Chartered Financial Consultant.

Firm Information

Richard Berry is currently registered with Alphastar Capital Management. Alphastar Capital Management, based in Cornelius, NC, is an investment advisor with over $1 billion in assets under management. They provide financial planning, pension consulting, and portfolio management services for individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. They also offer sub-advisory services and selection of other advisors.
Alphastar Capital Management

19600 WEST CATAWBA AVENUE

CORNELIUS, NC 28031

$1.15B

Assets Under Management

71

Total Clients

94

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services

Sub-advisory services

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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Richard Berry’s Registration & Firm History

NC

02/06/2020 - Present

Alphastar Capital Management (CORNELIUS NC)

NY

08/20/1987 - 05/07/2003

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/25/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/1991

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 08/18/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Anthony Berry.
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