Michael Berry has been Principal of Apricity Financial since February 2024, is a control person of the firm and directly owns under 5% of it. Michael Berry holds a Bachelor of Arts in Communications from the University of Rhode Island.
Apricity Financial, LLC is a firm with $111M under management, 78 clients and 4 advisers across 4 offices, as of its July 2026 filing.
Michael Berry is Founding Partner of Apricity Advisors. He provides clients with 25 years of experience in the financial consulting sector and specializes in comprehensive planning strategies inclusive of insurance, asset protection, tax reduction, executive benefits, asset management, private equity, and investment banking. He is also an Owner of Lion Street, a national financial services distribution company.
Michael Berry’s longest registration was 9 years at MSF Investment Advisory LLC. (2013–2022). Before joining Apricity Financial in 2024, Michael Berry was registered through Addicus Advisory, LLC and MSF Investment Advisory LLC.
- Apricity Financial, LLCCurrent– present · 2 yearsMooresville, NC · Adviser representative · Firm CRD 330201
- Addicus Advisory, LLC– · 2 yearsNewtown, CT · Adviser representative · Firm CRD 282244
- MSF Investment Advisory LLC.– · 9 yearsNewtown, CT · Adviser representative · Firm CRD 166649
- Ojm Group, LLC– · 1 yearNewtown, CT · Adviser representative · Firm CRD 119850
- Northwestern Mutual Investment Services,llc– · 6 yearsFairfield, CT · Adviser representative · Firm CRD 2881
Professional designations
Listed by Apricity Financial
- Chartered Financial Consultant (ChFC)
Investment adviser representative registrations
Michael Berry is registered as an investment adviser representative in 7 states, as a resident of Texas. The first approvals date from April 2024; the most recent is California, in March 2025.
- CaliforniaSince 14 March 2025
- ConnecticutSince 29 April 2024
- LouisianaSince 18 October 2024
- MississippiSince 5 August 2024
- New YorkSince 3 May 2024
- North CarolinaSince 6 May 2024
- TexasResidentSince 9 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 March 2005 |
| Series 7 | General Securities Representative Examination | 13 January 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 December 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 November 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Scott Berry
- CRD
- 3168996
- Firm
- Apricity Financial · CRD 330201
- Role
- Principal
- Office
- Mooresville, NC
- Registration
- Investment adviser registration
- In the industry since
- June 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- apricity-advisors.com
Where does Michael Berry work?
Michael Berry has been Principal of Apricity Financial, LLC since February 2024, and is a control person of the firm.
Is Michael Berry a financial advisor?
Yes. Michael Berry has a current investment-adviser registration in California, Connecticut, Louisiana, Mississippi, New York, North Carolina and Texas, through Apricity Financial since April 2024.
How many years of experience does Michael Berry have?
Michael Berry has 26 years in the financial industry, since June 2000, across 5 adviser firms.
What exams has Michael Berry passed?
Michael Berry has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in November 1999. FINRA credited Michael Berry with the SIE, which began in October 2018.
Where did Michael Berry work before Apricity Financial?
Before Apricity Financial, Michael Berry was registered through Addicus Advisory, LLC, February 2022 to March 2024; MSF Investment Advisory LLC., February 2013 to April 2022; Ojm Group, LLC, December 2011 to January 2013; Northwestern Mutual Investment Services,llc, March 2005 to August 2011.
Where is Michael Berry based?
Michael Berry’s registered office is in Mooresville, NC.
Is Michael Berry registered with FINRA?
No. Michael Berry has no current broker registration.
How can I verify Michael Berry’s record?
Search CRD 3168996 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Berry’s full registration record.