Investment adviser representative · Focus Partners Wealth, LLC
Amy C. Berry
CRD 7715048 · Norfolk, VA
At a glance
Amy C. Berry is an investment adviser representative with Focus Partners Wealth, LLC in Norfolk, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Amy’s SEC record dates to 2023, about 3 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Focus Partners Wealth, LLCSince July 2024Norfolk, VA · $182B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Amy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Focus Partners Wealth, LLC
- Jeffrey S. ChernitzerNorfolk · Personal Financial Specialist
- Cheryl A. FurlongNorfolk · Certified Financial Planner, Personal Financial Specialist
- Allen W. JacobNorfolk
- Cay L. PrescottNorfolk · Chartered Financial Consultant
- Rankin T. Ring IIINorfolk · Certified Financial Planner
- Brandon S. TerkeltaubNorfolk · Certified Financial Planner, Chartered Financial Consultant
- William B. AaronLivingston
- Jonathan M. AbnerClayton
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