Managing Director · Lyell Wealth Management LP
Jeffrey G. Berry
CRD 2320205 · Named on Form ADV at one SEC-registered adviser
At a glance
Lyell Wealth Management LP, an SEC-registered wealth manager based in Menlo Park, CA with $1.6 billion in regulatory assets, lists Jeffrey G. Berry on its Form ADV as Managing Director, a control person.
Firms and roles
- Lyell Wealth Management LPManaging DirectorWealth manager · Menlo Park, CA · $1.6B in regulatory assets
AtlasMembers
Jeffrey’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kevin P. ConnellManaging Director and Chief Compliance Officer, Lyell Wealth Management LP
- Matthew I. BennittManaging Director, Lyell Wealth Management LP
- Nancy F. TuckManaging Director, Lyell Wealth Management LP
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.