David R Berry

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-10-03

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Austin	TX	07/2022	Present
Ite Management	New York	NY	10/2013	12/2017
Unemployed	Austin	TX	01/2018	02/2018
Blue Sage Capital	Austin	TX	03/2018	11/2019
Workrise Technologies	Austin	TX	11/2019	07/2022
Bank Of America, N.A.	Austin	TX	09/2022	Present

07/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Austin, TX
10/2013 → 12/2017

Ite Management

New York, NY
01/2018 → 02/2018

Unemployed

Austin, TX
03/2018 → 11/2019

Blue Sage Capital

Austin, TX
11/2019 → 07/2022

Workrise Technologies

Austin, TX
09/2022 → Present

Bank Of America, N.A.

Austin, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-26

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