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Chad Herbert Berry is a financial advisor professional located in Westbrook, CT. They specialize in financial advisory. With over 6 years of experience, they bring deep expertise to every client.
Chad Herbert Berry - Janney Montgomery Scott Llc holds an active professional license (FINRA CRD) for your protection.
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Chad Herbert Berry is a financial advisor operating out of Westbrook, Connecticut, with six years in the financial services industry. He is affiliated with Janney Montgomery Scott LLC and holds a FINRA CRD license (number 6993134), which governs his practice in securities and investment advisory services. His background positions him to assist clients with financial planning and investment decisions within the regulatory framework of the Financial Industry Regulatory Authority.
A FINRA CRD license indicates that Chad Herbert Berry is registered with the Financial Industry Regulatory Authority and has passed required examinations to offer securities and investment advisory services. This registration means he operates under FINRA's regulatory oversight and must comply with industry standards for client protection, ethical conduct, and disclosure requirements. The license demonstrates his qualification to manage investment portfolios, recommend securities, and provide financial advisory services to clients within defined regulatory boundaries.