Edward Berry
Investment adviser representative at Greenshields Capital LLC
21 yearsExperience
2 statesRegistered in
$192.5MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Greenshields Capital LLCJan 2017 to now
- Cambridge Investment Research, Inc.Jan 2017 to now
- Questar Asset ManagementMay 2007 to Jan 2017
- Questar Capital CorporationSep 2005 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Greenshields Capital LLC
$192.5MAssets managed
140Clients
2Advisers
5 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
- 2309361
- Firm CRD
- 284814