Christopher Ian Berry

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2023 → Present
  Ameriprise Financial Services, Llc
  Fairfax, VA
• 08/2017 → 06/2023
  Collegiate School
  Richmond, VA
• 06/2015 → 07/2017
  Barnes And Noble Booksellers
  Chesterfield, VA
• 01/2018 → 05/2021
  Virginia Commonwealth University
  Richmond, VA
• 06/2016 → 07/2017
  Northern Virginia Community College
  Annendale, VA
• 08/2017 → 12/2018
  John Tyler Community College
  Chesterfield, VA

Other Businesses

Outside Employment; YGB Operations LLC; As Operations Manager, I oversee the day-to-day operations for the practice.; Manage advisory business; 4000 Legato Rd, Suite 1100, Fairfax, VA, 22033; Investment-Related; 04/11/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-18

Other Names

• Christopher Ian Berry