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Richard Anthony Berry

Investment adviser representative at Alphastar Capital Management
24 yearsExperience
1 stateRegistered in
ChFC®Designation
$2.5BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

24 years in the industry.

  1. Berry Financial Securities, LLCSep 2022 to now
  2. Alphastar Capital Management, LLCJan 2020 to now
  3. Berry Financial Group, Inc.May 2002 to now
  4. Berry Financial Securities, LLCAug 2012 to Feb 2020

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1987

State registrations

Registered as an investment adviser representative in 1 state (SC).

Alphastar Capital Management

Legal name: Alphastar Capital Management, LLC

$2.5BAssets managed
8,525Clients
155Advisers
15 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1689234
Firm CRD
157423
Advisor's SEC record (opens in a new tab)
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