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United States
2012 (14 Years)
Last online: No recent activity
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This company is currently Unproved.
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License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Get to know Berger Wealth Management
Company Information
Get to know Berger Wealth Management
Founded in 1996 by Steven Berger, Berger Wealth Management is an independent, fee-only Registered Investment Advisor (RIA). The firm operates as a fiduciary, meaning it is legally and ethically bound to act in its clients' best interests. They offer a range of personalized services including investment management, retirement planning, estate planning, and tax strategies, primarily targeting high-net-worth individuals, families, and business owners. Their approach emphasizes building long-term client relationships based on trust and customized financial guidance.
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