Matthew Dawson Berry
Investment adviser representative at First Affirmative Financial Network LLC
15 yearsExperience
1 stateRegistered in
$905.2MFirm assets
27 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
- Seminars and workshops
Experience
15 years in the industry.
- First Affirmative Financial Network LLCOct 2026 to now
- Lampeter Church of the BrethrenAug 2011 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (PA).
First Affirmative Financial Network LLC
$905.2MAssets managed
2,327Clients
11Advisers
27 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
- 6286952
- Firm CRD
- 109036