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Frank Tyler Berrios

Investment adviser representative at Drum Hill Capital, LLC
10 yearsExperience
2 statesRegistered in
$194.3MFirm assets
20 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

Experience

10 years in the industry.

  1. Drum Hill Capital, LLCJul 2026 to now
  2. Bank of AmericaJul 2025 to Jul 2026
  3. Full Time StudentJul 2016 to May 2025

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (CT, NY).

Drum Hill Capital, LLC

$194.3MAssets managed
73Clients
4Advisers
20 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
8308304
Firm CRD
123359
Advisor's SEC record (opens in a new tab)
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