Michael Scott Berry
Investment adviser representative at Apricity Financial, LLC
13 yearsExperience
7 statesRegistered in
ChFC®Designation
$110.8MFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Apricity Advisors, LLCApr 2024 to now
- Apricity Financial, LLCApr 2024 to now
- Apricity Holding Company LLCFeb 2024 to now
- Addicus Advisory, LLCFeb 2022 to Mar 2024
- Msf Investment Advisory LLCFeb 2013 to Apr 2022
- Michael Scott Financial Group, LLCJul 2011 to Jan 2025
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 7 states (CA, CT, LA, MS, NC, NY, TX).
Apricity Financial, LLC
$110.8MAssets managed
78Clients
4Advisers
Under 1 yearIn 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
- 3168996
- Firm CRD
- 330201