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BERKELEY CAPITAL PARTNERS, LLC
BERKELEY CAPITAL PARTNERS, LLC
MILTON, Georgia
·
6 registered advisors
·
CRD# 281082
SEC# 801-106521
5
678-690-8700
01
Firm Overview
AUM
$915M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at BERKELEY CAPITAL PARTNERS, LLC
6 registered advisors
Anthony Francis Palazzo
MILTON, Georgia
CRD# 4998050
Christopher Martin Eddy
MILTON, Georgia
CRD# 5438689
Daniel Blake Newberg
MILTON, Georgia
CRD# 2100977
Fernando Bustelo
MILTON, Georgia
CRD# 7524048
Michael Crooks Eddy
MILTON, Georgia
CRD# 1098894
Stuart James Blewett
MILTON, Georgia
CRD# 2319375
05
Office Locations
MILTON, Georgia
6 advisors
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Data sourced from SEC Form ADV filings. BERKELEY CAPITAL PARTNERS, LLC (CRD# 281082) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.