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Dennis Patrick Berry

Investment adviser representative at Black Knight Wealth Management, LLC
22 yearsExperience
3 statesRegistered in
$539.2MFirm 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 assetsHourlyFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

22 years in the industry.

  1. Black Knight Wealth Management, LLCFeb 2020 to now
  2. Morgan Stanley Private Bank, National AssociationJan 2015 to now
  3. Morgan Stanley Smith BarneyJun 2009 to now
  4. Morgan StanleyJan 2004 to Jan 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 3 states (AR, LA, MA).

Black Knight Wealth Management, LLC

$539.2MAssets managed
444Clients
14Advisers
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
3156326
Firm CRD
305515
Advisor's SEC record (opens in a new tab)
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