Tanya Dee Gilliam
Investment adviser representative at Berry Wealth Group
12 yearsExperience
1 stateRegistered in
$274.5MFirm assets
3 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Berry Wealth Group, LPSep 2023 to now
- Raymond James Financial Services Advisors, Inc.Jul 2021 to Sep 2023
- Raymond James Financial Services, Inc.Jul 2021 to Sep 2023
- UnemployedJun 2020 to Jul 2021
- Raymond James Financial Services Advisors Inc.Feb 2018 to Jun 2020
- Raymond James Financial Services, Inc.Feb 2018 to Jun 2020
- UnemployedJun 2017 to Feb 2018
- Raymond James Financial Services Advisors Inc.Sep 2014 to Jun 2017
- Raymond James Financial Services, Inc.Aug 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (TX).
Berry Wealth Group
Legal name: Berry Wealth Group, LP
$274.5MAssets managed
332Clients
2Advisers
3 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
- 2573436
- Firm CRD
- 327346