Owen Thomas Berry

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2012 → 06/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 06/2024 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2012-09-10 → 2024-06-27
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. Fixed insurance sales; as of 6/27/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Libra Financial Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 12/08/2022; 5% of time spent during business hours; Conducted at branch; Investment related. 3. Owner, National RE Investment, LLC, an entity created for the purpose of buying and managing commercial real estate, as of 01/16/2012; 0% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2012-09-07
• S63 Uniform Securities Agent State Law Examination
  2010-04-26

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Owen Berry