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Robert Michael Berry

Rothschild & Co. US Inc.

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About Robert Michael Berry

Robert Berry has been in the financial services industry for over 30 years. Robert has extensive experience in the investment banking industry and currently holds a General Securities Principal Examination and several other licenses. Robert is currently registered with Rothschild & Co. US Inc. in Boston, MA. Prior to joining Rothschild & Co. US Inc., Robert worked at TRUIST SECURITIES, INC. in Boston, MA. Robert has also held previous roles at LANE, BERRY & CO. INTERNATIONAL, LLC, RAYMOND JAMES & ASSOCIATES, INC., CREDIT SUISSE FIRST BOSTON CORPORATION, DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION, and KIDDER, PEABODY & CO. INCORPORATED.

Firm Information

Robert Berry is currently registered with Rothschild & Co. US Inc.. Rothschild & Co. US Inc. is a corporation formed in July 1967 and is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is regulated by the SEC and has one regulatory event on record.

Not reported

Assets Under Management

Not reported

Total Clients

91

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.

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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Robert Berry’s Registration & Firm History

MA

09/09/2021 - Present

Rothschild & Co. US Inc. (Boston MA)

MA

02/13/2013 - 06/07/2021

TRUIST SECURITIES, INC. (BOSTON MA)

FL

10/03/2002 - 01/04/2013

LANE, BERRY & CO. INTERNATIONAL, LLC (ST. PETERSBURG FL)

MA

05/26/2009 - 12/21/2012

RAYMOND JAMES & ASSOCIATES, INC. (BOSTON MA)

NY

11/03/2000 - 01/07/2002

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

NJ

12/23/1994 - 01/07/2002

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NY

08/09/1991 - 01/12/1995

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/10/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Michael Berry.
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