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Matthew Dawson Berry

Hershey Financial Advisers, LLC

Lancaster, PA

CRD 6286952

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Employer firm

Hershey Financial Advisers, LLC CRD 149907

$152M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Hershey Financial Advisers, Llc

120 North Pointe Blvd Suite 300, Lancaster, PA 17601 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2021-11-02
PA RA APPROVED 2015-05-05
  • TN RA
    APPROVED
    Since 2021-11-02
  • PA RA
    APPROVED
    Since 2015-05-05

Branch Locations

120 North Pointe Blvd Suite 300, Lancaster, PA 17601 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lampeter Church Of The Brethren Lancaster PA 08/2011 Present
  • 08/2011 → Present
    Lampeter Church Of The Brethren
    Lancaster, PA
Other Businesses

LAMPETER CHURCH OF THE BRETHREN 1900 LAMPETER ROAD, LANCASTER, PA 17602 (717) 464-2050 PASTOR ACCIDENT AND HEALTH, LIFE AND FIXED ANNUITIES CASUALTY AND ALLIED LINES PROPERTY AND ALLIED LINES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-21
S63 Uniform Securities Agent State Law Examination 2014-03-17
  • S65 Uniform Investment Adviser Law Examination
    2015-04-21
  • S63 Uniform Securities Agent State Law Examination
    2014-03-17

View on SEC IAPD

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