Solomon David Berry

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

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 → 01/2018
  Fidelity Brokerage Services Llc
  Omaha, NE
• 01/2018 → 02/2018
  Cwm, Llc
  Omaha, NE
• 02/2018 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON WEALTH MANAGEMENT GROUP, CARSON GROUP PARTNERS AND CARSON GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 01/2018; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR PROVIDING ADVISORY SERVICES TO ITS CLIENTS, INCLUDING DISCRETIONARY INVESTMENT MANAGEMENT AND FINANCIAL GUIDANCE; 2. NAME OF OTHER BUSINESS: SCHEELS ALL SPORTS INVESTMENT RELATED: NO ADDRESS: 17202 DAVENPORT ST OMAHA NE NATURE OF BUSINESS: CLOTHING SALES START DATE: 09/2016 POSITION/TITLE/RELATIONSHIP: CLOTHING SPECIALIST APX NUMBER OF HOURS PER WEEK: 10-15 APX NUMBER OF HOURS DURING TRADING HOURS: 10-15 BRIEF DESCRIPTION OF DUTIES: CLOTHING SPECIALISTS

Exams

• S66 Uniform Combined State Law Examination
  2017-02-06
• S63 Uniform Securities Agent State Law Examination
  2013-08-05