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Bryan Robert Berg

Heighten Capital Management LLC

El Dorado Hills, CA

CRD 7480822

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Employer firm

Heighten Capital Management LLC CRD 342993

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Heighten Capital Management Llc

El Dorado Hills, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-13
  • CA RA
    APPROVED
    Since 2026-08-13

Branch Locations

El Dorado Hills, CA • 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
Cibc World Markets Inc Toronto, Ontario 06/2004 01/2022
Cibc World Markets Corp New York NY 02/2022 02/2026
Heighten Capital Management Llc El Dorado Hills CA 03/2026 Present
  • 06/2004 → 01/2022
    Cibc World Markets Inc
    Toronto, Ontario
  • 02/2022 → 02/2026
    Cibc World Markets Corp
    New York, NY
  • 03/2026 → Present
    Heighten Capital Management Llc
    El Dorado Hills, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-03-09
  • S63 Uniform Securities Agent State Law Examination
    2023-03-09
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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