Michael Charles Berry

Employer firm

Allstate Financial Advisors, LLC CRD 109524

$142M regulatory AUM

Reported services (Item 5G)

• 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

• 06/2014 → 09/2018
  Waddell & Reed, Inc
  Riverside, CA
• 01/2018 → 09/2018
  Ellen Brasee
  Riverside, CA
• 09/2018 → Present
  Allstate Insurance Co
  Northbrook, IL
• 01/2023 → 05/2025
  Lyft
  San Francisco, CA
• 09/2018 → Present
  Allstate Financial Services, Llc
  Lincoln, NE
• 09/2018 → Present
  Allstate Financial Advisors, Llc
  Lincoln, NE
• 10/2023 → Present
  Pacific Cascade Financial Llc
  Laguna Hills, CA
• 04/2025 → Present
  Uber Technologies Inc
  San Francisco, CA

Previous Registrations

• 2015-04-15 → 2018-09-14
  Waddell & Reed
  Riverside, CA
  Irvine, CA

Other Businesses

UBER TECHNOLOGIES INC POSITION: Driver NATURE: Driver service INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 04/29/2025 ADDRESS: 1725 3rd Street, San Francisco CA 94158, United States DESCRIPTION: Driver: I control my own hours making it flexible for conducting my primary job during the normal work week.

Exams

• S66 Uniform Combined State Law Examination
  2015-03-14
• S63 Uniform Securities Agent State Law Examination
  2014-01-13

Other Names

• Mike Charles Berry