Michael Eddy, financial advisor Norcross GA
93 score

Michael Eddy

CRD Number: 1098894
Current Firm: Berkeley Capital Partners, LLC

Michael Eddy (CRD# 1098894) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Norcross, GA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Berkeley Capital Partners, LLC Norcross, GA Aug 2015 - Current 1
Triad Advisors, Inc. Norcross, GA Aug 2015 - Current 1
Wachovia Securities Financial Network, LLC Norcross, GA Apr 2009 - Aug 2015 6
Wells Fargo Advisors Finet St. Louis, MO Apr 2009 - Aug 2015 6
Citigroup Global Markets Inc. Atlanta, GA May 1989 - Apr 2009 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1983
S65 NASAA Investment Advisors Law Examination Jul 1993
Contact Info for Michael C. Eddy
Phone Number: 678-690-8700
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    274
    MILLIONS
  • Total Number of Accounts
    1,104
    ACCOUNTS
  • Average Account Value
    $248,396
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, GA, IL, KS, LA, MD, NC, NE, NH, NJ, NY, OH, PA, TN, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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