Unclaimed Profile

Susan Mary Reinhold

NORTH BERKELEY INVESTMENT PARTNERS, LLC·BERKELEY, California

Series 7, Series 66Clean record20 years registeredNORTH BERKELEY INVESTMENT PARTNERS, LLC

900 COLUSA AVENUE, BERKELEY, CA 94707CRD# 5014945Firm CRD# 136431

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Susan Mary Reinhold · BERKELEY, CA

Registration

CRD #5014945 · NORTH BERKELEY INVESTMENT PARTNERS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NORTH BERKELEY INVESTMENT PARTNERS, LLC

NORTH BERKELEY INVESTMENT PARTNERS, LLC

Jan 2007 – Oct 2017

BERKELEY, CA

NORTH BERKELEY INVESTMENT PARTNERS, LLC

Dec 2005 – Dec 2006

BERKELEY, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · December 13, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTH BERKELEY WEALTH MANAGEMENT, LLC

CRD 136431 · SEC 801-64572

AUM

$613M

Regulatory assets under management

Employees

1,465 client accounts

Services offered by NORTH BERKELEY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NORTH BERKELEY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Susan Mary Reinhold offer?

Susan Mary Reinhold specializes in Financial Planning, Investment Management.

What are Susan Mary Reinhold's credentials?

Susan Mary Reinhold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Mary Reinhold located?

Susan Mary Reinhold is based in BERKELEY, California, last registered with NORTH BERKELEY INVESTMENT PARTNERS, LLC.

How does Susan Mary Reinhold charge for services?

Susan Mary Reinhold's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTH BERKELEY INVESTMENT PARTNERS, LLC?

NORTH BERKELEY INVESTMENT PARTNERS, LLC has approximately 15 employees and manages $613M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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