Francis Gordon Berry

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2016 → 04/2018
  Fs2 Capital Partners, Llc
  Philadelphia, PA
• 04/2018 → 02/2021
  Fs Investments
  Philadelphia, PA
• 04/2018 → 02/2021
  Fs Investment Solutions, Llc
  Philadelphia, PA
• 02/2021 → 06/2023
  Fs Investment Solutions, Llc
  Philadelphia, PA
• 02/2021 → 06/2023
  Fs Investments
  Philadelphia, PA
• 07/2023 → Present
  Morgan Stanley
  West Conshohocken, PA

Previous Registrations

• 2012-10-02 → 2016-02-26
  Rbc Capital Markets, Llc
  Boston, MA
• 2009-08-31 → 2012-10-04
  Equitable Advisors, Llc
  Wellesley, MA
  Bethlehem, PA

Other Businesses

*561554 - Rental Property; Investment related: Yes; Conshohocken, Pennsylvania; Real Estate; Contractor, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2020; During business hours: 0; After business hours: 1; Labor/Service, Property Management

Exams

• S66 Uniform Combined State Law Examination
  2009-08-28

Designations

• Chartered Financial Analyst

Other Names

• Frank Gordon Berry
• Francis G Berry
• Frank Berry