Cambridge Investment Research Advisors
47yrs
Top advisor by experience in Roanoke
4yrs
Stephen Berry
Financial advisor at Commonwealth Financial Network
Stephen Berry has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Roanoke, Virginia. After two years at First Trust Advisors, Stephen joined Commonwealth Financial Network in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Commonwealth Financial Network reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 365 advisors with offices in Roanoke, and one of 350 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office4233 Colonial Avenue, Roanoke, VA 24018
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowCommonwealth Financial NetworkCurrent firm
- 2022 – 2024First Trust Advisors LPPreviously
Contact Stephen
(781) 736-0700Firm headquarters in Waltham, MA. Ask for Stephen. 4233 Colonial AvenueRoanoke, VA 24018Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Stephen Berry. Stephen works from the Roanoke, VA office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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