Dino Berri
Investment adviser representative at Foundations Investment Advisors LLC
10 yearsExperience
1 stateRegistered in
$10.1BFirm assets
11 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
10 years in the industry.
- Foundations Investment Advisors, LLCNov 2025 to now
- Oak Ridge Private WealthNov 2025 to now
- Corecap Advisors, LLCOct 2025 to Nov 2025
- LPL Financial LLCJun 2022 to Oct 2025
- Michigan Educational Credit UnionJun 2022 to Oct 2025
- Guardian Life Insurance CompanyMar 2022 to Jun 2022
- Park Avenue SecuritiesMar 2022 to Jun 2022
- Priority 1 LendingAug 2021 to Jun 2022
- Midland NationalJul 2021 to Jun 2022
- Exp RealtyJan 2021 to Jun 2022
- Secure Asset Management, L.L.CJul 2020 to Jul 2021
- Estate Information ServicesJun 2020 to Jul 2021
- Secure Mortgage FundingJun 2020 to Jul 2021
- Premer One GroupApr 2020 to Dec 2020
- Flagstar BankFeb 2020 to Mar 2020
- Infinex Investments, Inc.Feb 2020 to Mar 2020
- Secure Investors GroupJul 2019 to Jul 2021
- Citizens BankDec 2018 to Feb 2020
- Citizens Securities, Inc.Dec 2018 to Feb 2020
- Keller WilliamsAug 2018 to Dec 2018
- United ShoreFeb 2018 to Sep 2018
- UnemployedJul 2017 to Feb 2018
- Bank of America, N.A.Feb 2017 to Jul 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2017 to Jul 2017
- Wealth Strategies Financial GroupAug 2016 to Jan 2017
- Minnesota Life Insurance CoJul 2016 to Jan 2017
- Securian Financial Services IncJul 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 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
- 6485076
- Firm CRD
- 175083