Berkeley Capital Partners, LLC
Berkeley Capital Partners, LLC (CRD# 281082) is a financial advisory firm headquartered in Milton, GA. They manage $914,797,271 in 2,085 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management915MILLION
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Total Number of Accounts2,085ACCOUNTS
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Average Account Value$438,752
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, IL, KS, KY, LA, MA, MD, NC, NE, NH, NJ, NY, OH, PA, TN, TX
Charles Barry (CRD# 1004760) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Milton, GA and has over 41 years of experience in the finance industry.
Stuart Blewett (CRD# 2319375) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Milton, GA and has over 31 years of experience in the finance industry.
Michael Brown (CRD# 3138638) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Milton, GA and has over 25 years of experience in the finance industry.
Christopher Eddy (CRD# 5438689) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Milton, GA and has over 16 years of experience in the finance industry.
Michael Eddy (CRD# 1098894) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Milton, GA and has over 41 years of experience in the finance industry.
Daniel Newberg (CRD# 2100977) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Milton, GA and has over 25 years of experience in the finance industry.
Anthony Palazzo (CRD# 4998050) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Milton, GA and has over 17 years of experience in the finance industry.
Jeffery Pierce (CRD# 6503914) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Milton, GA and has over 6 years of experience in the finance industry.