Colton Garrett Berger
Investment adviser representative at First Advisors National, LLC
14 yearsExperience
1 stateRegistered in
$505.9MFirm assets
13 yearsFirm in business
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Contact this firm
From SEC records
Firm's SEC record (opens in a new tab)How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- First Advisors National, LLCJun 2026 to now
- Vario FundOct 2023 to May 2026
- QualtricsApr 2022 to Sep 2023
- Doxy.meOct 2019 to Mar 2022
- Blue Raven Solar,Feb 2019 to Sep 2019
- The CitadelAug 2017 to Jan 2019
- The CitadelAug 2012 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TN).
First Advisors National, LLC
$505.9MAssets managed
4,858Clients
79Advisers
13 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
- 8294477
- Firm CRD
- 166212