Unclaimed Profile

Daniel Blake Newberg

BERKELEY CAPITAL PARTNERS, LLC·MILTON, Georgia

SIE, Series 7, Series 9, Series 10, Series 63, Series 65CFPClean record26 years registeredBERKELEY CAPITAL PARTNERS, LLC

3000 HERITAGE WALK, MILTON, GA 30004CRD# 2100977Firm CRD# 281082

Profile Verification

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

Identity

Daniel Blake Newberg · MILTON, GA

Registration

CRD #2100977 · BERKELEY CAPITAL PARTNERS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

BERKELEY CAPITAL PARTNERS, LLC

Aug 2015 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Jul 2009 – Aug 2015

NORCROSS, GA

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Jul 2009

ATLANTA, GA

CITIGROUP GLOBAL MARKETS INC.

Oct 1999 – Jun 2009

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · October 5, 1999

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BERKELEY CAPITAL PARTNERS, LLC

CRD 281082 · SEC 801-106521

AUM

$915M

Regulatory assets under management

Employees

2,085 client accounts

Services offered by BERKELEY CAPITAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at BERKELEY CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Blake Newberg offer?

Daniel Blake Newberg specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MILTON, Georgia for a consultation.

What are Daniel Blake Newberg's credentials?

Daniel Blake Newberg holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Blake Newberg located?

Daniel Blake Newberg is based in MILTON, Georgia, working with BERKELEY CAPITAL PARTNERS, LLC. Their office serves clients in the MILTON metropolitan area and surrounding communities.

How does Daniel Blake Newberg charge for services?

Daniel Blake Newberg's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BERKELEY CAPITAL PARTNERS, LLC?

BERKELEY CAPITAL PARTNERS, LLC has approximately 11 employees and manages $915M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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