Berkeley Capital Partners, LLC

Berkeley Capital Partners, LLC (CRD# 281082) is a financial advisory firm headquartered in Norcross, GA. They manage $357,793,273 in 1,203 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    358
    MILLION
  • Total Number of Accounts
    1,203
    ACCOUNTS
  • Average Account Value
    $297,418
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Berkeley Capital Partners, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Daniel B. Newberg
CRD#: 2100977
3500 Parkway Lane Suite 430, Norcross, GA 30092
96
Wealthminder
score

Daniel Newberg (CRD# 2100977) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Norcross, GA and has over 19 years of experience in the finance industry. Daniel Newberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Charles P. Barry
CRD#: 1004760
3500 Parkway Lane Suite 430, Norcross, GA 30092
93
Wealthminder
score

Charles Barry (CRD# 1004760) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Norcross, GA and has over 35 years of experience in the finance industry.

3
Christopher M. Eddy
CRD#: 5438689
3500 Parkway Lane Suite 430, Norcross, GA 30092
93
Wealthminder
score

Christopher Eddy (CRD# 5438689) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Norcross, GA and has over 10 years of experience in the finance industry.

4
Michael C. Eddy
CRD#: 1098894
3500 Parkway Lane Suite 430, Norcross, GA 30092
93
Wealthminder
score

Michael Eddy (CRD# 1098894) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Norcross, GA and has over 35 years of experience in the finance industry.

5
Anthony F. Palazzo
CRD#: 4998050
3500 Parkway Lane Suite 430, Norcross, GA 30092
93
Wealthminder
score

Anthony Palazzo (CRD# 4998050) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Norcross, GA and has over 11 years of experience in the finance industry.

6
Stuart J. Blewett
CRD#: 2319375
3500 Parkway Lane Suite 430, Norcross, GA 30092
83
Wealthminder
score

Stuart Blewett (CRD# 2319375) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Norcross, GA and has over 25 years of experience in the finance industry.

7
Michael D. Brown
CRD#: 3138638
3500 Parkway Lane Suite 430, Norcross, GA 30092
83
Wealthminder
score

Michael Brown (CRD# 3138638) is an Investment Advisor Representative working at Berkeley Capital Partners, LLC in Norcross, GA and has over 19 years of experience in the finance industry.

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