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VP, Director, Secretary and Treasurer · Berla Investment Consulting

Corey R. Berla

CRD 6761783 · Named on Form ADV at one SEC-registered adviser

At a glance

Berla Investment Consulting, an SEC-registered asset manager with $0 in regulatory assets, lists Corey R. Berla on its Form ADV as VP, Director, Secretary and Treasurer, a control person.

Firms and roles

AtlasMembers

Corey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • George A. BerlaOwner and Chief Compliance Officer, Berla Investment Consulting

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Corey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.