Joseph Berry has held the title Member at Twin City Private Wealth since August 2021, is a control person of the firm and directly owns between 25% and 50% of it.
Twin City Private Wealth, LLC is a Winston-Salem, NC firm with $151M under management, 291 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Joe Berry is Co-Founder of Twin City Private Wealth. He began his career as an investment advisor in 2014. He co-founded the firm with a desire to take retirement planning to a more customized and meaningful level.
Joseph Berry’s longest registration was 6 years at Semmax Financial Advisors, Inc. (2014–2021). Before joining Twin City Private Wealth in 2021, Joseph Berry was registered through Semmax Financial Advisors, Inc.
- – present · 5 yearsWinston-Salem, NC · Adviser representative · Firm CRD 315836
- Semmax Financial Advisors, Inc.– · 6 yearsWinston-Salem, NC · Adviser representative · Firm CRD 144978
Professional designations
Listed by Twin City Private Wealth
- Retirement Income Certified Professional (RICP®)
- Registered Financial Consultant (RFC®)
Investment adviser representative registrations
Joseph Berry is registered as an investment adviser representative in North Carolina, since August 2021.
- North CarolinaSince 20 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 31 March 2016 |
| Series 65 | Uniform Investment Adviser Law Examination | 6 October 2014 |
- Name
- National Commodity Futures Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joseph King Berry
- CRD
- 6399500
- Firm
- Twin City Private Wealth · CRD 315836
- Role
- Member
- Office
- 301 N MAIN STREET, SUITE 1902, Winston-Salem, NC 27101
- Registration
- Investment adviser registration
- In the industry since
- October 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- twincitywealth.com
Where does Joseph Berry work?
Joseph Berry has held the title Member at Twin City Private Wealth, LLC since August 2021, and is a control person of the firm.
Is Joseph Berry a financial advisor?
Yes. Joseph Berry has a current investment-adviser registration in North Carolina, through Twin City Private Wealth since August 2021.
How many years of experience does Joseph Berry have?
Joseph Berry has 12 years in the financial industry, since October 2014, across 2 adviser firms.
What exams has Joseph Berry passed?
Joseph Berry has passed 2 licensing exams: the Series 65 and Series 3. The earliest, the Series 65, was passed in October 2014.
Where is Joseph Berry based?
Joseph Berry’s registered office is in Winston-Salem, NC.
Is Joseph Berry registered with FINRA?
No. Joseph Berry has no current broker registration.
How can I verify Joseph Berry’s record?
Search CRD 6399500 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Berry’s full registration record.
