Unclaimed Profile

Michael Crooks Eddy

BERKELEY CAPITAL PARTNERS, LLC·MILTON, Georgia

SIE, Series 3, Series 7, Series 8, Series 63, Series 65Clean record24 years registeredBERKELEY CAPITAL PARTNERS, LLC

3000 HERITAGE WALK, MILTON, GA 30004CRD# 1098894Firm CRD# 281082

Profile Verification

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

Identity

Michael Crooks Eddy · MILTON, GA

Registration

CRD #1098894 · BERKELEY CAPITAL PARTNERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

BERKELEY CAPITAL PARTNERS, LLC

Aug 2015 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

May 2009 – Aug 2015

NORCROSS, GA

CITIGROUP GLOBAL MARKETS INC.

Feb 2002 – May 2009

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · February 8, 2002

Years registered · 24

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 Michael Crooks Eddy offer?

Michael Crooks Eddy specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MILTON, Georgia for a consultation.

What are Michael Crooks Eddy's credentials?

Michael Crooks Eddy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Crooks Eddy located?

Michael Crooks Eddy 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 Michael Crooks Eddy charge for services?

Michael Crooks Eddy'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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