Matthew Berry has been an investment adviser representative at First Affirmative Financial Network since October 2026, and is not listed among the firm’s executive officers or direct owners.
First Affirmative Financial Network LLC is a Colorado Springs, CO firm with $905M under management, 2,327 clients and 12 advisers across 10 offices, as of its May 2026 filing.
Matthew Berry’s longest registration was 11 years at Hershey Financial Advisers, LLC (2015–2026). Before joining First Affirmative Financial Network in 2026, Matthew Berry was registered through Hershey Financial Advisers, LLC.
- – present · under a yearWest Lampeter Township, PA · Adviser representative · Firm CRD 109036
- Hershey Financial Advisers, LLC– · 11 yearsLancaster, PA · Adviser representative · Firm CRD 149907
Investment adviser representative registrations
Matthew Berry is registered as an investment adviser representative in Pennsylvania, since October 2026.
- PennsylvaniaSince 1 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 April 2015 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 17 March 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 February 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Matthew Dawson Berry
- CRD
- 6286952
- Firm
- First Affirmative Financial Network · CRD 109036
- Office
- West Lampeter Township, PA
- Registration
- Investment adviser registration
- In the industry since
- May 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Berry work?
Matthew Berry is an investment adviser representative registered through First Affirmative Financial Network LLC since October 2026, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Berry a financial advisor?
Yes. Matthew Berry has a current investment-adviser registration in Pennsylvania, through First Affirmative Financial Network since October 2026.
How many years of experience does Matthew Berry have?
Matthew Berry has 11 years in the financial industry, since May 2015, across 2 adviser firms.
What exams has Matthew Berry passed?
Matthew Berry has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in February 2014. FINRA credited Matthew Berry with the SIE, which began in October 2018.
Where is Matthew Berry based?
Matthew Berry’s registered office is in West Lampeter Township, PA.
Is Matthew Berry registered with FINRA?
No. Matthew Berry has no current broker registration.
How can I verify Matthew Berry’s record?
Search CRD 6286952 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Berry’s full registration record.
