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Ray Alan Meadows

Berkeley Investment Advisors

Santa Rosa, CA

CRD 2875106

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Employer firm

Berkeley Investment Advisors CRD 121223

$25.3M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Berkeley Investment Advisors

315 Montgomery Street, Suite 900, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2002-08-15
  • CA RA
    APPROVED
    Since 2002-08-15

Branch Locations

Santa Rosa, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Berkeley Investment Advisors San Francisco CA 04/2002 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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