Edward Berry has been an investment adviser representative at Greenshields Capital since April 2017, and is not listed among the firm’s executive officers or direct owners.
Greenshields Capital LLC is an El Segundo, CA firm with $192M under management, 140 clients and 2 advisers in one office, as of its March 2026 filing.
Edward Berry is an Investment Advisor Representative of Greenshields Capital. He has been in the financial services industry for 25 years, and his focus is working with client relations.
Edward Berry’s longest registration was 9 years at Questar Asset Management, Inc. (2007–2017). Before joining Greenshields Capital in 2017, Edward Berry was registered through Questar Asset Management, Inc.
- Greenshields Capital LLCCurrent– present · 9 yearsEl Segundo, CA · Adviser representative · Firm CRD 284814
- Questar Asset Management, Inc.– · 9 yearsNewport Beach, CA · Adviser representative · Firm CRD 133358
Investment adviser representative registrations
Edward Berry is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from April 2017; the most recent is Texas, in May 2017.
- CaliforniaSince 19 April 2017
- TexasResidentSince 1 May 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 15 April 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 11 May 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 April 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 March 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 2309361
- Firm
- Greenshields Capital · CRD 284814
- Office
- 840 APOLLO ST., SUITE 314, El Segundo, CA 90245
- Registration
- Investment adviser registration
- In the industry since
- February 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greenshieldscapital.com
Where does Edward Berry work?
Edward Berry is an investment adviser representative registered through Greenshields Capital LLC since April 2017, and is not listed among the firm’s executive officers or direct owners.
Is Edward Berry a financial advisor?
Yes. Edward Berry has a current investment-adviser registration in California and Texas, through Greenshields Capital since April 2017.
How many years of experience does Edward Berry have?
Edward Berry has 26 years in the financial industry, since February 2000, across 2 adviser firms.
What exams has Edward Berry passed?
Edward Berry has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in March 2007. FINRA credited Edward Berry with the SIE, which began in October 2018.
Where did Edward Berry work before Greenshields Capital?
Before Greenshields Capital, Edward Berry was registered through Questar Asset Management, Inc., May 2007 to January 2017.
Where is Edward Berry based?
Edward Berry’s registered office is in El Segundo, CA.
Is Edward Berry registered with FINRA?
No. Edward Berry has no current broker registration.
How can I verify Edward Berry’s record?
Search CRD 2309361 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Berry’s full registration record.