Unclaimed Profile

Theodore Harper Tilles

NORTH BERKELEY INVESTMENT PARTNERS, LLC·BERKELEY, California

Series 7, Series 66CFPClean record12 years registeredNORTH BERKELEY INVESTMENT PARTNERS, LLC

900 COLUSA AVENUE, BERKELEY, CA 94707CRD# 3220864Firm CRD# 136431

Profile Verification

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

Identity

Theodore Harper Tilles · BERKELEY, CA

Registration

CRD #3220864 · NORTH BERKELEY INVESTMENT PARTNERS, LLC · 12 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

Mar 2015 – Nov 2016

BERKELEY, CA

NORTH BERKELEY INVESTMENT PARTNERS, LLC

Aug 2013 – Mar 2014

BERKELEY, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · August 30, 2013

Years registered · 12

Professional designation · CFP

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

Speak with Theodore

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Theodore is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BERKELEY?

Browse all registered financial advisors in BERKELEY, California or claim this profile if it's yours.

Browse BERKELEY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Theodore Harper Tilles offer?

Theodore Harper Tilles specializes in Financial Planning, Investment Management.

What are Theodore Harper Tilles's credentials?

Theodore Harper Tilles holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Theodore Harper Tilles located?

Theodore Harper Tilles is based in BERKELEY, California, last registered with NORTH BERKELEY INVESTMENT PARTNERS, LLC.

How does Theodore Harper Tilles charge for services?

Theodore Harper Tilles'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →