ALLEN CURTIS BERG is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with CLEARSTEAD ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CLEARSTEAD ADVISORS, LLC | 2025-02-14 | present | Yes |
| WAVELAND FAMILY OFFICE, LLC | 2023-03-16 | 2025-02-13 | — |
| NORTHCOAST ASSET MANAGEMENT LLC | 2020-02-06 | 2023-02-22 | — |
| NORTH STAR INVESTMENT MANAGEMENT CORPORATION | 2014-10-27 | 2020-01-31 | — |