Amanda Suzanne Berry
Investment adviser representative at Strategic Wealth Group
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.5BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Assetwise Capital LLCMay 2024 to now
- Strategic Wealth GroupFeb 2021 to now
- Strategic Wealth Group Registered Investment Advisors, LLCMar 2017 to now
- Amanda Berry, Sole ProprietorJan 2015 to now
- LPL Financial LLCDec 2014 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Strategic Wealth Group
Legal name: Strategic Wealth Group Registered Investment Advisor, LLC
$1.5BAssets managed
3,557Clients
23Advisers
10 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
- 5050548
- Firm CRD
- 284430