DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Christopher Berry
Feed of 09/14/2026
Also filed as Christopher Berry
At current firm
1 y
since Dec 9, 2024
In the industry
18 y
since Aug 1, 2008 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Cohen & Steers Capital Management Inc. asset manager currentsince Dec 9, 2024 · New York, Ny
- J.P. Morgan Securities LLC wirehouseJun 2, 2023 to Feb 22, 2024 · Brooklyn, Ny
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMar 20, 2019 to Sep 13, 2022 · Jenkintown, Pa
Moves
a registration end followed by a registration begin elsewhere
- J.P. Morgan Securities LLC to Cohen & Steers Capital Management Inc.left Feb 22, 2024, registered Dec 9, 2024 (291 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to J.P. Morgan Securities LLCleft Sep 13, 2022, registered Jun 2, 2023 (262 days) · Wirehouse to wirehouse
Signals
- Christopher Berry left J.P. Morgan Securities Llc for Cohen & Steers Capital Management Inc. (registered 2024-12-09)Feb 22, 2024 · Advisor changed firm · fact
- Christopher Berry left Merrill Lynch, Pierce, Fenner & Smith Incorporated for J.P. Morgan Securities Llc (registered 2023-06-02)Sep 13, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address