Dustin Berry

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 03/2020
  J.P. Morgan Securities Llc
  Baton Rouge, LA
• 07/2018 → Present
  Dustin C Berry (Dba Berry'S Bungalow)
  Baton Rogue, LA
• 03/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baton Rouge, LA
• 06/2020 → Present
  Bank Of America, N.A.
  Baton Rouge, LA

Previous Registrations

• 2012-10-01 → 2020-03-11
  J.P. Morgan Securities Llc
  Baton Rouge, LA
  Baton Rouge, LA
• 2009-11-12 → 2012-10-01
  Chase Investment Services Corp.
  Baton Rouge, LA
  Baton Rouge, LA
• 2007-07-09 → 2009-11-03
  Edward Jones
  Baton Rouge, LA
  Alexandria, LA
  St Louis, MO
  Pineville, LA

Other Businesses

I*9518For profit or not for profit: Name of outside business organization: Berrys Bungalow PropertiesInvestment related: Address of business: Baton Rouge, Louisiana 70817Nature of business: ,Compensation for Activity: Position, title, association: , Start date of relationship: 2/1/2016Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 0 I*4521273 Entity Type: Fiduciary Role Name of OBA: T A V Address: Baton Rouge, Louisiana, 70817 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/06/2026 Number of Hours: 4, Weekly Number of Hours during trading: 0, Weekly Duties: Nephew

Exams

• S66 Uniform Combined State Law Examination
  2007-06-21

Other Names

• Dusty Christopher Berry
• Dustin Berry
• Dustin Christopher Berry