Victoria Marie Berry
Investment adviser representative at Cetera Investment Advisers LLC
15 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Cetera Investment Advisers LLCOct 2024 to now
- Cetera Investment Services LLCMay 2024 to now
- Hawaii State FcuMay 2024 to now
- Central Pacific BankAug 2019 to May 2024
- LPL Financial LLCAug 2019 to May 2024
- First Hawaiian BankJul 2017 to Aug 2019
- KumabehrJan 2017 to Jul 2017
- University of Hawaii At ManoaAug 2011 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (HI).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7170467
- Firm CRD
- 105644