Barry Steven Berg

Current Employers

Employment History

• 11/2024 → Present
  Steward Partners Investment Advisory, Llc
  Palm Beach, FL
• 11/2015 → 07/2023
  First Republic Investment Management, Inc.
  Palm Beach, FL
• 11/2015 → 07/2023
  First Republic Securities Company, Llc
  Palm Beach, FL
• 11/2024 → Present
  Steward Partners Investment Solutions, Llc
  Palm Beach, FL
• 11/2024 → Present
  Steward Partners Global Advisory, Llc
  Palm Beach, FL
• 08/2023 → 11/2024
  Retired
  Palm Beach, FL

Previous Registrations

• 2015-11-13 → 2023-07-10
  J.P. Morgan Private Wealth Advisors Llc
  Palm Beach, FL
  Palm Beach Gardens, FL
• 2011-02-07 → 2015-12-09
  Credit Suisse Securities (Usa) Llc
  West Palm Beach, FL
• 1999-02-02 → 2011-01-11
  Alliancebernstein L.P.
  West Palm Beach, FL
  Nashville, TN

Other Businesses

(1) Name: Anti-Defamation League; Boca Raton, FL Investment-related: No Nature of the business: non-profit organization Role: Member of the Advisory board Start Date: 01/01/2000 Description of duties: duties related to my Board and Committee positions Number of hours each month: 2 hours Number of hours during trading: 0 hours (2) Name: Jewish Federation of Palm Beach County; West Palm Beach, FL; Investment-related: No Nature of the business: non-profit organization Role: Board Chair Start Date: 06/01/2024 Description of duties: Board Chair Number of hours each month: 12 hours Number of hours during trading: 8 hours

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-11-08
• S63 Uniform Securities Agent State Law Examination
  1993-11-04

Other Names

• Barry Berg