Paul Thomas Berry

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/1989 → Present
  Osaic Wealth, Inc.
  Atlanta, GA
• 07/2003 → Present
  Berry Investment Group, Llc
  Marietta, GA

Other Businesses

1-BERRY INVESTMENT GROUP,LLC LLC POSITION: Owner - Director NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 06/23/2003 ADDRESS: 3535 Roswell Road, Suite 33 Marietta, Ga 30062, Marietta GA 30062, United States DESCRIPTION: I use the Business name for purchasing or leasing office equipment and supplies. I have used it in the past for payroll and tax services. I use the name for my county business license. 2-PAUL T. BERRY INSURANCE POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1972 ADDRESS: 3535 Roswell Road # 33, Marietta GA 30062, United States DESCRIPTION: Sale and service of life Insurance products. Service of existing LTC products. Service of old Medical plans.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-22
• S63 Uniform Securities Agent State Law Examination
  1984-01-23