Chad Herbert Berry
Investment adviser representative at Janney Montgomery Scott LLC
14 yearsExperience
2 statesRegistered in
$110.1BFirm assets
55 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 assetsFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Janney Montgomery Scott LLCFeb 2025 to now
- Janney Montgomery Scot LLCFeb 2025 to now
- Fidelity InvestmentsDec 2022 to Feb 2025
- Bank of America, N.A.Sep 2018 to Nov 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2018 to May 2022
- Beacon Brand SolutionsMar 2018 to Jul 2018
- UpsNov 2016 to Dec 2016
- Jmk Construction LLCMay 2016 to Jul 2018
- Miller's Pond CompanyOct 2015 to Jul 2018
- Brown UniversitySep 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Janney Montgomery Scott LLC
$110.1BAssets managed
243,808Clients
1,341Advisers
55 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
- 6993134
- Firm CRD
- 463