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Chief Executive Officer, President, and Principal · Adell Harriman & Carpenter

Marcus W. Berry

CRD 6873732 · Named on Form ADV at one SEC-registered adviser

At a glance

Adell Harriman & Carpenter, an SEC-registered wealth manager based in Houston, TX with $2.1 billion in regulatory assets, lists Marcus W. Berry on its Form ADV as Chief Executive Officer, President, and Principal, a control person.

Firms and roles

  • Adell Harriman & CarpenterChief Executive Officer, President, and PrincipalWealth manager · Houston, TX · $2.1B in regulatory assets

AtlasMembers

Marcus’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
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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

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