Financial Advisors · profile

Merrill Lynch Financial Advisor Fred Berry

Financial Advisors · La Jolla, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
7825 Fay Ave Suite 300, La Jolla, CA 92037, USA · View on Google Maps Google Places
Phone
(858) 456-3638 Google Places
Website
advisor.ml.com Google Places
Category
Financial Advisors
Directory ratings
  • Google5.0 (1)
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

Canonical Google Places Independent editorial Self-published Self-published social Press release / wire Aggregated
Fact Value Sources Citations
Service delivery model Couldn't confirm 1 locations.merrilledge.comIndependent editorial

1 fact·1 source·0 contested·1 not confirmed

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Registration
registered to do business in AZ, CA, CO, FL, GA, MA, MI, NC, NJ, NV, NY, SC, TX, WIadvisor.ml.comSelf-published
Professional certifications
CFP, CIMA, CPWA, CRPC, AWMA, CDFA, CEPA, CPFAadvisor.ml.comSelf-published
Services
Financial Planning, Portfolio Management, Retirement Planning, Tax Minimization, Legacy Planning, Liquidity Management · retirement income planning, guidance on concentrated stock positions, traditional investments, estate planning services · wealth transfer, wealth planning, tax planning, and estate planning · investingadvisor.ml.comSelf-publishedadvisor.ml.comSelf-publishedadvisor.ml.comSelf-publishedadvisor.ml.comSelf-published
Who they work with
Women, Small Businesses · individuals, families, business owners, executives, and institutions · successful entrepreneurs, attorneys, physicians and tech industry executives · retired clientsadvisor.ml.comSelf-publishedadvisor.ml.comSelf-publishedadvisor.ml.comSelf-publishedadvisor.ml.comSelf-published
How they invest
goals-based approachadvisor.ml.comSelf-published
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America's estate planning services
advisor.ml.com Self-published · advisor.ml.comSelf-published
Visit the financial center at 8813 Villa La Jolla Dr to meet one-on-one with a Financial Solutions Advisor or call us at 1.888.637.3343.
locations.merrilledge.com Independent editorial ·
Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services.
yellowpages.com Aggregated · local.yahoo.comAggregatedmapquest.comAggregated
Merrill Lynch Financial Advisor Fred BerryFinancial Service
local.yahoo.com Aggregated ·
we welcome working with individuals, families, business owners, executives and institutions
advisor.ml.com Self-published ·
06
Every source, every date

Where every fact comes from

We read 73 mentions across the web and boiled them down to 44 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 44 confirmed facts · 73 mentions read
Fact Value Source Source date How we checked
Accolade barron’s “top 250 private wealth management teams” (2024) · 2 mentions advisor.ml.comSelf-published Verified
Accolade forbes "america's top wealth management teams private wealth" (2022-2023) advisor.ml.comSelf-published Verified
Accolade forbes "best-in-state wealth management teams" (2023-2025) advisor.ml.comSelf-published Verified
Category Financial Advising · 3 sources yelp.comAggregatedyelp.comAggregatedyelp.comAggregated Verified
Category financial advisor · 3 sources advisor.ml.comSelf-publishedadvisor.ml.comSelf-publishedadvisor.ml.comSelf-published Verified
Category financial advisors advisor.ml.comSelf-published Verified
Category Financial service · 2 sources advisor.ml.comSelf-publishedlocal.yahoo.comAggregated From page metadata
Category Financial Service local.yahoo.comAggregated Verified
Category Financial Services · 10 sources yelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregatedlocations.merrilledge.comIndependent editorialyellowpages.comAggregated Verified
Category http://schema.org/LocalBusiness yellowpages.comAggregated From page metadata
Category Investing yelp.comAggregated Verified
Category Investment Advisory Service yellowpages.comAggregated Verified
Category Investments yellowpages.comAggregated Verified
How they invest goals-based approach advisor.ml.comSelf-published Verified
Main location austin, tx pwa.ml.comIndependent editorial Verified
Main location ca · 6 sources · 7 mentions advisor.ml.comSelf-publishedadvisor.ml.comSelf-publishedlocations.merrilledge.comIndependent editorialyellowpages.comAggregatedlocal.yahoo.comAggregatedmapquest.comAggregated From page metadata
Main location frederick, md advisor.ml.comSelf-published Verified
Main location los angeles, ca advisor.ml.comSelf-published Verified
Main location ma advisor.ml.comSelf-published From page metadata
Main location new york, ny advisor.ml.comSelf-published Verified
Main location ny advisor.ml.comSelf-published From page metadata
Main location princeton, nj advisor.ml.comSelf-published Verified
Main location us · 6 sources advisor.ml.comSelf-publishedadvisor.ml.comSelf-publishedadvisor.ml.comSelf-publishedadvisor.ml.comSelf-publishedyellowpages.comAggregatedmapquest.comAggregated From page metadata
Main location wellesley, ma advisor.ml.comSelf-published Verified
Professional certifications CFP, CIMA, CPWA, CRPC, AWMA, CDFA, CEPA, CPFA advisor.ml.comSelf-published Verified
Registration registered to do business in AZ, CA, CO, FL, GA, MA, MI, NC, NJ, NV, NY, SC, TX, WI advisor.ml.comSelf-published Verified
Service delivery model hybrid locations.merrilledge.comIndependent editorial Verified
Services advice and guidance to help you pursue your financial goals locations.merrilledge.comIndependent editorial Verified
Services financial and wealth management services advisor.ml.comSelf-published Verified
Services Financial Planning, Portfolio Management, Retirement Planning, Tax Minimization, Legacy Planning, Liquidity Management advisor.ml.comSelf-published Corrected
Services investing advisor.ml.comSelf-published Verified
Services retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America's estate planning services advisor.ml.comSelf-published Verified
Services retirement income planning, guidance on concentrated stock positions, traditional investments, estate planning services advisor.ml.comSelf-published Verified
Services wealth management · 2 sources advisor.ml.comSelf-publishedadvisor.ml.comSelf-published Verified
Services wealth management, asset and liability management, diversified investments, trust and estate planning services, retirement income planning, concentrated stock management, personal banking, lending services, commercial banking, treasury services, cash management, credit and lending advisor.ml.comSelf-published Verified
Services Wealth Management, Consumer Banking Services, insurance, trust services, estate planning advisor.ml.comSelf-published Verified
Services wealth management, securities trading and sales, corporate finance and investment banking services · 3 sources yellowpages.comAggregatedlocal.yahoo.comAggregatedmapquest.comAggregated Verified
Services wealth transfer, wealth planning, tax planning, and estate planning advisor.ml.comSelf-published Verified
Who they work with Corporate Executives advisor.ml.comSelf-published Verified
Who they work with high-net-worth households, business owners advisor.ml.comSelf-published Verified
Who they work with individuals, families, business owners, executives, and institutions advisor.ml.comSelf-published Verified
Who they work with retired clients advisor.ml.comSelf-published Verified
Who they work with successful entrepreneurs, attorneys, physicians and tech industry executives advisor.ml.comSelf-published Verified
Who they work with Women, Small Businesses advisor.ml.comSelf-published Verified

How we checked — what each label means·Verified matched its source·Corrected tidied up wording·From page metadata read from the site's code

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

Self-asserted

2 · from the firm's own materials · unverified
Investment adviser registration registered to do business in AZ, CA, CO, FL, GA, MA, MI, NC, NJ, NV, NY, SC, TX, WI
Self-asserted · unverified
Source: advisor.ml.com

For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Fiduciary statusNothing public to confirm this Nothing public to confirm this
  • — How they're paidNothing public to confirm this Nothing public to confirm this
  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelNothing public to confirm this Nothing public to confirm this
09

How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
5
Data refreshed
Compiled
Mentions → facts
73 → 44
Aggregated Self-published Independent editorial

Sources consulted

Profile · merrill-lynch-financial-advisor-fred-berry-bb3ab4d2ecc74e77bbda4b329367afb4 Category · Financial Advisors Published by Authoria