Stuart Edward Berrin

Current Employers

Employment History

• 04/2012 → 11/2018
  Edelman Financial Services Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 12/2024
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 12/2024 → Present
  Prime Capital Investment Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2018-10-12 → 2024-12-19
  Edelman Financial Engines
  New York, NY
• 2012-05-18 → 2018-11-01
  Edelman Financial Services, Llc
  Saddle Brook, NJ
  Fairfax, VA
  New York, NY
  New York, NY
  Paramus, NJ
  Paramus, NJ
• 2010-11-01 → 2012-04-27
  Wall Street Financial Group, Inc.
  Victor, NY
  New York, NY
• 2010-03-11 → 2010-11-15
  Valic Financial Advisors, Inc.
  Latham, NY
• 2005-12-12 → 2010-02-19
  Wall Street Financial Group, Inc.
  Livingston, NJ
  New York, NY
  Boca Raton, FL
  New York, NY
  Victor, NY
  Victor, NY
  New York, NY
  New York, NY
• 2002-07-16 → 2005-12-21
  Asset & Financial Planning, Ltd
  Norwalk, CT

Other Businesses

CHHSZ HOLDINGS, LLC, INVESTMENT RELATED, 6201 COLLEGE BLVD STE#150 OVERLAND PARK KS 66211, 12/2024, PARTNER, CHHSZ HOLDINGS LLC IS A LIMITED LIABILITY COMPANY "LLC" FORMED IN OCTOBER 2019 UNDER THE LAWS OF THE STATE OF DELAWARE. CHHSZ HOLDINGS LLC IS THE SOLE OWNER OF PRIME CAPITAL INVESTMENT ADVISORS, LLC (PCIA), A REGISTERED INVESTMENT ADVISOR. MEMBER PROVIDES ADVISORY SERVICES AS AN IRA OF PCIA, <1 HR /MONTH, <1 HR / MONTH DURING TRADING PCRM, LLC DOING BUSINESS AS PRIME CAPITAL RISK MANAGEMENT, INVESTMENT RELATED, 6201 COLLEGE BLVD - SUITE #150, OVERLAND PARK KS 66211, 12/2024, FIXED INSURANCE PRODUCTS, INSURANCE AGENT, 10 HRS / MONTH, 10 HOURS /MONTH DURING TRADING, SALE AND SERVICE OF FIXED INSURANCE PRODUCTS, INCLUDING THROUGH NON-AFFILIATED INSURANCE MARKETING ORGANIZATIONS (IMOs) BUSINESS CONSULTING FOR CPAS, INVESTMENT RELATED, 180 WEST END AVE - APT 5M, NEW YORK, NY, 12/2024, BUSINESS CONSULTING, <8 HOURS PER MONTH, <4 HOURS DURING TRADING HOURS, CONSULT WITH CLIENTS OF CPAS REGARDING BUSINESS CONTINUATION PLANNING, BUSINESS EFFICIENCY SERVICES AND ESTATE PLANNING

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-15
• S63 Uniform Securities Agent State Law Examination
  1987-07-24