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Owner and Chief Compliance Officer · Berla Investment Consulting

George A. Berla

CRD 4408097 · 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 George A. Berla on its Form ADV as Owner and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

George’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

  • Corey R. BerlaVP, Director, Secretary and Treasurer, 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 George’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.