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Fernando Bustelo

BERKELEY CAPITAL PARTNERS, LLC·MILTON, Georgia
Unclaimed Profile
3000 HERITAGE WALK, MILTON, GA 30004CRD# 7524048Firm CRD# 281082
01

About

Fernando Bustelo is a registered financial advisor based in MILTON, Georgia, affiliated with BERKELEY CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
BERKELEY CAPITAL PARTNERS, LLC
BERKELEY CAPITAL PARTNERS, LLC
AUM
$915M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at BERKELEY CAPITAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7524048
Firm CRD# 281082
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Fernando Bustelo offer?
Fernando Bustelo specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MILTON, Georgia for a consultation.
What are Fernando Bustelo's credentials?
Fernando Bustelo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Fernando Bustelo located?
Fernando Bustelo 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 Fernando Bustelo charge for services?
Fernando Bustelo'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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Other advisors in MILTON
Oscar Joe Spain — JAMISON PRIVATE WEALTH MANAGEMENT, INC.Robert Peyton Jamison — JAMISON PRIVATE WEALTH MANAGEMENT, INC.Anthony Francis Palazzo — BERKELEY CAPITAL PARTNERS, LLCDaniel Blake Newberg — BERKELEY CAPITAL PARTNERS, LLCRobert Peyton Jamison — JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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