Merrill Lynch Financial Advisor Fred Berry
Identity
- Name
- Merrill Lynch Financial Advisor Fred Berry
- Formatted address
- 7825 Fay Ave Suite 300, La Jolla, CA 92037, USA
- Phone
- (858) 456-3638
- Website
- https://advisor.ml.com/sites/ca/la-jolla-ca/fredberry
- Primary category
- Consultant
- Hours
- Monday: 7:00 AM – 3:00 PM Tuesday: 7:00 AM – 3:00 PM Wednesday: 7:00 AM – 3:00 PM Thursday: 7:00 AM – 3:00 PM Friday: 7:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
- Map reference
- https://maps.google.com/?cid=14124501037388200237&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
| Attribute | Value | Sources | Latest source date | Freshness | Citations |
|---|---|---|---|---|---|
| service_delivery_model | not-established | 1 | fresh |
|
Self-Claims
Firm Stated Facts
-
categorized_as: financial advisor
- advisor.ml.com https://advisor.ml.com/sites/ny/sd-financial self-published
-
categorized_as: financial advisor
- advisor.ml.com https://advisor.ml.com/sites/nj/princeton-nj self-published
-
categorized_as: financial advisor
- advisor.ml.com https://advisor.ml.com/sites/ca/la-jolla-ca/fredberry self-published
-
categorized_as: financial advisors
- advisor.ml.com https://advisor.ml.com/sites/ca/lajolla-pwm/bmcwealthmanagementgroup self-published
-
categorized_as: FinancialService
- advisor.ml.com https://advisor.ml.com/sites/ca/la-jolla-ca self-published
-
categorized_as: LocalBusiness
- advisor.ml.com https://advisor.ml.com/sites/ca/la-jolla-ca/fredberry self-published
-
client_specializations: Corporate Executives
- advisor.ml.com https://advisor.ml.com/sites/ny/new-york-international-ii/pes self-published
-
client_specializations: high-net-worth households, business owners
- advisor.ml.com https://advisor.ml.com/sites/ca/la-jolla-ca self-published
-
client_specializations: individuals, families, business owners, executives, and institutions
- advisor.ml.com https://advisor.ml.com/sites/md/frederick-md self-published
-
client_specializations: retired clients
- advisor.ml.com https://advisor.ml.com/sites/nj/princeton-nj self-published
-
client_specializations: successful entrepreneurs, attorneys, physicians and tech industry executives
- advisor.ml.com https://advisor.ml.com/sites/ca/lajolla-pwm/bmcwealthmanagementgroup self-published
-
client_specializations: Women, Small Businesses
- advisor.ml.com https://advisor.ml.com/sites/ma/wellesley-ma/ml-group self-published
-
professional_certifications: CFP, CIMA, CPWA, CRPC, AWMA, CDFA, CEPA, CPFA
- advisor.ml.com https://advisor.ml.com/sites/ca/la-jolla-ca self-published
-
regulatory_registration: registered to do business in AZ, CA, CO, FL, GA, MA, MI, NC, NJ, NV, NY, SC, TX, WI
- advisor.ml.com https://advisor.ml.com/sites/ca/la-jolla-ca/fredberry self-published
-
services_offered: financial and wealth management services
- advisor.ml.com https://advisor.ml.com/sites/ca/la-jolla-ca/fredberry self-published
-
services_offered: Financial Planning, Portfolio Management, Retirement Planning, Tax Minimization, Legacy Planning, Liquidity Management
- advisor.ml.com https://advisor.ml.com/sites/ma/wellesley-ma/ml-group self-published
-
services_offered: investing
- advisor.ml.com https://advisor.ml.com/match self-published
-
services_offered: 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 https://advisor.ml.com/sites/ny/sd-financial self-published
-
services_offered: retirement income planning, guidance on concentrated stock positions, traditional investments, estate planning services
- advisor.ml.com https://advisor.ml.com/sites/md/frederick-md self-published
-
services_offered: 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.com https://advisor.ml.com/sites/ny/fifth-ave-financial-center-ny/ias_and_associates self-published
-
services_offered: Wealth Management, Consumer Banking Services, insurance, trust services, estate planning
- advisor.ml.com https://advisor.ml.com/sites/nj/princeton-nj self-published
-
services_offered: wealth management
- advisor.ml.com https://advisor.ml.com/sites/ca/la-jolla-ca self-published
-
services_offered: wealth management
- advisor.ml.com https://advisor.ml.com/match self-published
-
services_offered: wealth transfer, wealth planning, tax planning, and estate planning
- advisor.ml.com https://advisor.ml.com/sites/ca/lajolla-pwm/bmcwealthmanagementgroup self-published
Performance Claims
-
investment_methodology: goals-based approach
Self-described; not endorsed.
- advisor.ml.com https://advisor.ml.com/sites/nj/princeton-nj self-published
Themed Claims
-
services offered: wealth management security trad and sale corporate finance and investment bank service
Citation count: 3
- local.yahoo.com https://local.yahoo.com/info-216983597-merrill-lynch-financial-advisor-fred-berry-la-jolla/ independent
- mapquest.com https://www.mapquest.com/us/california/merrill-lynch-financial-advisor-fred-berry-420678267 independent
- yellowpages.com https://www.yellowpages.com/la-jolla-ca/mip/berry-fred-548045956 aggregated
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| services_offered | retirement income planning, guidance on concentrated stock positions, traditional investments, estate planning services | https://advisor.ml.com/sites/md/frederick-md | kept |
|
|
| client_specializations | individuals, families, business owners, executives, and institutions | https://advisor.ml.com/sites/md/frederick-md | kept |
|
|
| located_in | 730d9c44-0ed3-4dc5-be4c-0c48855aab7f | https://advisor.ml.com/sites/md/frederick-md | kept |
|
|
| client_specializations | successful entrepreneurs, attorneys, physicians and tech industry executives | https://advisor.ml.com/sites/ca/lajolla-pwm/bmcwealthmanagementgroup | kept |
|
|
| services_offered | wealth transfer, wealth planning, tax planning, and estate planning | https://advisor.ml.com/sites/ca/lajolla-pwm/bmcwealthmanagementgroup | kept |
|
|
| categorized_as | financial advisors | https://advisor.ml.com/sites/ca/lajolla-pwm/bmcwealthmanagementgroup | kept |
|
|
| services_offered | investing | https://advisor.ml.com/match | kept |
|
|
| services_offered | wealth management | https://advisor.ml.com/match | kept |
|
|
| located_in | 59b85457-985c-4446-b9c1-628ea12ad614 | https://advisor.ml.com/sites/ca/los-angeles-ca | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://advisor.ml.com/sites/ma/wellesley-ma/ml-group | json_ld_parsed |
|
|
| located_in | 051cd45a-f363-44a3-802c-bdb3eb562572 | https://advisor.ml.com/sites/ma/wellesley-ma/ml-group | kept |
|
|
| client_specializations | Women, Small Businesses | https://advisor.ml.com/sites/ma/wellesley-ma/ml-group | kept |
|
|
| located_in | 57a1dea0-3b72-4ff2-b237-ece5d3b0acce | https://advisor.ml.com/sites/ma/wellesley-ma/ml-group | json_ld_parsed |
|
|
| services_offered | Financial Planning, Portfolio Management, Retirement Planning, Tax Minimization, Legacy Planning, Liquidity Management | https://advisor.ml.com/sites/ma/wellesley-ma/ml-group | fixed |
|
|
| client_specializations | retired clients | https://advisor.ml.com/sites/nj/princeton-nj | kept |
|
|
| services_offered | Wealth Management, Consumer Banking Services, insurance, trust services, estate planning | https://advisor.ml.com/sites/nj/princeton-nj | kept |
|
|
| located_in | c7f5dc30-1e53-4b0e-967c-9f1f57edfede | https://advisor.ml.com/sites/nj/princeton-nj | kept |
|
|
| investment_methodology | goals-based approach | https://advisor.ml.com/sites/nj/princeton-nj | kept |
|
|
| categorized_as | financial advisor | https://advisor.ml.com/sites/nj/princeton-nj | kept |
|
|
| services_offered | 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 | https://advisor.ml.com/sites/ny/fifth-ave-financial-center-ny/ias_and_associates | kept |
|
|
| located_in | b8b0c2e7-42c1-41c4-92b2-fb4deb35c434 | https://advisor.ml.com/sites/ny/new-york-international-ii/pes | json_ld_parsed |
|
|
| has_accolade | 973de2eb-dcb4-4aed-a7bd-23cb725fd219 | https://advisor.ml.com/sites/ny/new-york-international-ii/pes | kept |
|
|
| has_accolade | b0b451aa-05fa-4859-9dc9-3268a72c2409 | https://advisor.ml.com/sites/ny/new-york-international-ii/pes | kept |
|
|
| client_specializations | Corporate Executives | https://advisor.ml.com/sites/ny/new-york-international-ii/pes | kept |
|
|
| has_accolade | d574f4fd-683b-4a1a-ae3b-7cfbc9c957fc | https://advisor.ml.com/sites/ny/new-york-international-ii/pes | kept |
|
|
| has_accolade | b0b451aa-05fa-4859-9dc9-3268a72c2409 | https://advisor.ml.com/sites/ny/new-york-international-ii/pes | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://advisor.ml.com/sites/ny/new-york-international-ii/pes | json_ld_parsed |
|
|
| categorized_as | financial advisor | https://advisor.ml.com/sites/ny/sd-financial | kept |
|
|
| services_offered | retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America's estate planning services | https://advisor.ml.com/sites/ny/sd-financial | kept |
|
|
| located_in | e0fdacce-a8f7-4d6c-8589-a58e90cec98e | https://advisor.ml.com/sites/ny/sd-financial | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/biz/merrill-lynch-irvine | kept |
|
|
| categorized_as | Financial Advising | https://www.yelp.com/biz/merrill-lynch-irvine | kept |
|
|
| categorized_as | Investing | https://www.yelp.com/biz/merrill-lynch-san-diego-2 | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/biz/merrill-lynch-san-diego-2 | kept |
|
|
| categorized_as | Financial Advising | https://www.yelp.com/biz/merrill-lynch-wealth-management-dallas | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/biz/merrill-lynch-wealth-management-dallas | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/biz/merrill-lynch-wealth-management-san-jose | kept |
|
|
| categorized_as | Financial Advising | https://www.yelp.com/biz/merrill-lynch-wealth-management-san-jose | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/search?find_desc=Merrill+Lynch&find_loc=Irvine%2C+CA | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/search?find_desc=Merrill+Lynch&find_loc=Los+Angeles%2C+CA | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/search?find_desc=Merrill+Lynch&find_loc=New+York,+NY | kept |
|
|
| categorized_as | Financial Services | https://yelp.com/search?find_desc=Merrill+Lynch&find_loc=Encino%2C+Los+Angeles%2C+CA | kept |
|
|
| located_in | d8b75800-c783-4e86-a0f7-0b404ab0f176 | https://pwa.ml.com/berry-erbring-gray/ | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://advisor.ml.com/sites/ca/la-jolla-ca | json_ld_parsed |
|
|
| professional_certifications | CFP, CIMA, CPWA, CRPC, AWMA, CDFA, CEPA, CPFA | https://advisor.ml.com/sites/ca/la-jolla-ca | kept |
|
|
| services_offered | wealth management | https://advisor.ml.com/sites/ca/la-jolla-ca | kept |
|
|
| client_specializations | high-net-worth households, business owners | https://advisor.ml.com/sites/ca/la-jolla-ca | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://advisor.ml.com/sites/ca/la-jolla-ca | json_ld_parsed |
|
|
| categorized_as | FinancialService | https://advisor.ml.com/sites/ca/la-jolla-ca | json_ld_parsed |
|
|
| categorized_as | LocalBusiness | https://advisor.ml.com/sites/ca/la-jolla-ca/fredberry | json_ld_parsed |
|
|
| services_offered | financial and wealth management services | https://advisor.ml.com/sites/ca/la-jolla-ca/fredberry | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://advisor.ml.com/sites/ca/la-jolla-ca/fredberry | json_ld_parsed |
|
|
| regulatory_registration | registered to do business in AZ, CA, CO, FL, GA, MA, MI, NC, NJ, NV, NY, SC, TX, WI | https://advisor.ml.com/sites/ca/la-jolla-ca/fredberry | kept |
|
|
| categorized_as | financial advisor | https://advisor.ml.com/sites/ca/la-jolla-ca/fredberry | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://advisor.ml.com/sites/ca/la-jolla-ca/fredberry | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://locations.merrilledge.com/ca/lajolla/financial-advisor-la-jolla-ca-10775.html | kept |
|
|
| service_delivery_model | hybrid | https://locations.merrilledge.com/ca/lajolla/financial-advisor-la-jolla-ca-10775.html | kept |
|
|
| categorized_as | Financial Services | https://locations.merrilledge.com/ca/lajolla/financial-advisor-la-jolla-ca-10775.html | kept |
|
|
| services_offered | advice and guidance to help you pursue your financial goals | https://locations.merrilledge.com/ca/lajolla/financial-advisor-la-jolla-ca-10775.html | kept |
|
|
| categorized_as | Investments | https://www.yellowpages.com/la-jolla-ca/mip/berry-fred-548045956 | kept |
|
|
| services_offered | wealth management, securities trading and sales, corporate finance and investment banking services | https://www.yellowpages.com/la-jolla-ca/mip/berry-fred-548045956 | kept |
|
|
| categorized_as | Financial Services | https://www.yellowpages.com/la-jolla-ca/mip/berry-fred-548045956 | kept |
|
|
| categorized_as | Investment Advisory Service | https://www.yellowpages.com/la-jolla-ca/mip/berry-fred-548045956 | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.yellowpages.com/la-jolla-ca/mip/berry-fred-548045956 | json_ld_parsed |
|
|
| categorized_as | http://schema.org/LocalBusiness | https://www.yellowpages.com/la-jolla-ca/mip/berry-fred-548045956 | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.yellowpages.com/la-jolla-ca/mip/berry-fred-548045956 | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.yellowpages.com/la-jolla-ca/mip/berry-fred-548045956 | kept |
|
|
| categorized_as | Financial Service | https://local.yahoo.com/info-216983597-merrill-lynch-financial-advisor-fred-berry-la-jolla/ | kept |
|
|
| categorized_as | FinancialService | https://local.yahoo.com/info-216983597-merrill-lynch-financial-advisor-fred-berry-la-jolla/ | json_ld_parsed |
|
|
| services_offered | wealth management, securities trading and sales, corporate finance and investment banking services | https://local.yahoo.com/info-216983597-merrill-lynch-financial-advisor-fred-berry-la-jolla/ | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://local.yahoo.com/info-216983597-merrill-lynch-financial-advisor-fred-berry-la-jolla/ | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.mapquest.com/us/california/merrill-lynch-financial-advisor-fred-berry-420678267 | json_ld_parsed |
|
|
| categorized_as | LocalBusiness | https://www.mapquest.com/us/california/merrill-lynch-financial-advisor-fred-berry-420678267 | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.mapquest.com/us/california/merrill-lynch-financial-advisor-fred-berry-420678267 | json_ld_parsed |
|
|
| services_offered | wealth management, securities trading and sales, corporate finance and investment banking services | https://www.mapquest.com/us/california/merrill-lynch-financial-advisor-fred-berry-420678267 | kept |
|
Credentials
-
cfp_certification: CFP, CIMA, CPWA, CRPC, AWMA, CDFA, CEPA, CPFA
claimed_unverified
- advisor.ml.com https://advisor.ml.com/sites/ca/la-jolla-ca self-published
Self-asserted.
-
investment_adviser_registration: registered to do business in AZ, CA, CO, FL, GA, MA, MI, NC, NJ, NV, NY, SC, TX, WI
claimed_unverified
- advisor.ml.com https://advisor.ml.com/sites/ca/la-jolla-ca/fredberry self-published
Self-asserted.
What We Do Not Know
- fiduciary_status: no_supporting_evidence
- compensation_model: no_supporting_evidence
- service_delivery_model: no_supporting_evidence
Methodology
- Source count
- 5
- advisor.ml.com https://advisor.ml.com/match self-published
- advisor.ml.com https://advisor.ml.com/sites/ca/la-jolla-ca self-published
- advisor.ml.com https://advisor.ml.com/sites/ca/la-jolla-ca/fredberry self-published
- advisor.ml.com https://advisor.ml.com/sites/ca/lajolla-pwm/bmcwealthmanagementgroup self-published
- advisor.ml.com https://advisor.ml.com/sites/ma/wellesley-ma/ml-group self-published
- advisor.ml.com https://advisor.ml.com/sites/md/frederick-md self-published
- advisor.ml.com https://advisor.ml.com/sites/nj/princeton-nj self-published
- advisor.ml.com https://advisor.ml.com/sites/ny/fifth-ave-financial-center-ny/ias_and_associates self-published
- advisor.ml.com https://advisor.ml.com/sites/ny/new-york-international-ii/pes self-published
- advisor.ml.com https://advisor.ml.com/sites/ny/sd-financial self-published
- local.yahoo.com https://local.yahoo.com/info-216983597-merrill-lynch-financial-advisor-fred-berry-la-jolla/ independent
- locations.merrilledge.com https://locations.merrilledge.com/ca/lajolla/financial-advisor-la-jolla-ca-10775.html independent
- mapquest.com https://www.mapquest.com/us/california/merrill-lynch-financial-advisor-fred-berry-420678267 independent
- yellowpages.com https://www.yellowpages.com/la-jolla-ca/mip/berry-fred-548045956 aggregated
- Data refreshed
- advisor.ml.com https://advisor.ml.com/match self-published
- advisor.ml.com https://advisor.ml.com/sites/ca/la-jolla-ca self-published
- advisor.ml.com https://advisor.ml.com/sites/ca/la-jolla-ca/fredberry self-published
- advisor.ml.com https://advisor.ml.com/sites/ca/lajolla-pwm/bmcwealthmanagementgroup self-published
- advisor.ml.com https://advisor.ml.com/sites/ma/wellesley-ma/ml-group self-published
- advisor.ml.com https://advisor.ml.com/sites/md/frederick-md self-published
- advisor.ml.com https://advisor.ml.com/sites/nj/princeton-nj self-published
- advisor.ml.com https://advisor.ml.com/sites/ny/fifth-ave-financial-center-ny/ias_and_associates self-published
- advisor.ml.com https://advisor.ml.com/sites/ny/new-york-international-ii/pes self-published
- advisor.ml.com https://advisor.ml.com/sites/ny/sd-financial self-published
- local.yahoo.com https://local.yahoo.com/info-216983597-merrill-lynch-financial-advisor-fred-berry-la-jolla/ independent
- locations.merrilledge.com https://locations.merrilledge.com/ca/lajolla/financial-advisor-la-jolla-ca-10775.html independent
- mapquest.com https://www.mapquest.com/us/california/merrill-lynch-financial-advisor-fred-berry-420678267 independent
- yellowpages.com https://www.yellowpages.com/la-jolla-ca/mip/berry-fred-548045956 aggregated
- Source classes
- aggregator (aggregated), business_website (self-published), independent_editorial (independent)
- advisor.ml.com https://advisor.ml.com/match self-published
- advisor.ml.com https://advisor.ml.com/sites/ca/la-jolla-ca self-published
- advisor.ml.com https://advisor.ml.com/sites/ca/la-jolla-ca/fredberry self-published
- advisor.ml.com https://advisor.ml.com/sites/ca/lajolla-pwm/bmcwealthmanagementgroup self-published
- advisor.ml.com https://advisor.ml.com/sites/ma/wellesley-ma/ml-group self-published
- advisor.ml.com https://advisor.ml.com/sites/md/frederick-md self-published
- advisor.ml.com https://advisor.ml.com/sites/nj/princeton-nj self-published
- advisor.ml.com https://advisor.ml.com/sites/ny/fifth-ave-financial-center-ny/ias_and_associates self-published
- advisor.ml.com https://advisor.ml.com/sites/ny/new-york-international-ii/pes self-published
- advisor.ml.com https://advisor.ml.com/sites/ny/sd-financial self-published
- local.yahoo.com https://local.yahoo.com/info-216983597-merrill-lynch-financial-advisor-fred-berry-la-jolla/ independent
- locations.merrilledge.com https://locations.merrilledge.com/ca/lajolla/financial-advisor-la-jolla-ca-10775.html independent
- mapquest.com https://www.mapquest.com/us/california/merrill-lynch-financial-advisor-fred-berry-420678267 independent
- yellowpages.com https://www.yellowpages.com/la-jolla-ca/mip/berry-fred-548045956 aggregated
- Synthesis run at
- advisor.ml.com https://advisor.ml.com/match self-published
- advisor.ml.com https://advisor.ml.com/sites/ca/la-jolla-ca self-published
- advisor.ml.com https://advisor.ml.com/sites/ca/la-jolla-ca/fredberry self-published
- advisor.ml.com https://advisor.ml.com/sites/ca/lajolla-pwm/bmcwealthmanagementgroup self-published
- advisor.ml.com https://advisor.ml.com/sites/ma/wellesley-ma/ml-group self-published
- advisor.ml.com https://advisor.ml.com/sites/md/frederick-md self-published
- advisor.ml.com https://advisor.ml.com/sites/nj/princeton-nj self-published
- advisor.ml.com https://advisor.ml.com/sites/ny/fifth-ave-financial-center-ny/ias_and_associates self-published
- advisor.ml.com https://advisor.ml.com/sites/ny/new-york-international-ii/pes self-published
- advisor.ml.com https://advisor.ml.com/sites/ny/sd-financial self-published
- local.yahoo.com https://local.yahoo.com/info-216983597-merrill-lynch-financial-advisor-fred-berry-la-jolla/ independent
- locations.merrilledge.com https://locations.merrilledge.com/ca/lajolla/financial-advisor-la-jolla-ca-10775.html independent
- mapquest.com https://www.mapquest.com/us/california/merrill-lynch-financial-advisor-fred-berry-420678267 independent
- yellowpages.com https://www.yellowpages.com/la-jolla-ca/mip/berry-fred-548045956 aggregated