Cody Berger
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Cody Berger is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He began his career in financial services in 2016 and has held various roles within Fidelity Investments, including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Representative at Minneapolis Financial Group.
Cody focuses on partnering with clients to develop goal-based financial strategies tailored to their individual priorities and preferences. He aims to serve as his clients' primary advisor throughout all stages of life, drawing on his own experiences to emphasize the importance of planning.
Outside of his professional role, Cody enjoys biking, fishing, football, spending time at the lake, caring for pets, and traveling.
Expertise
Wealth management
Work history
Fidelity Investments
2025 - Present (1 year)
FIdelity Brokerage Services LLC
2018 - Present (8 years)
Veritude - Fidelity Brokerage Services LLC
2018 - 2018 (1 year)
MML Investor Services, LLC
2016 - 2018 (2 years)
MassMutual Life Insurance Co
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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