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Anthony Francis Palazzo

Berkeley Capital Partners, LLC

Milton, GA

CRD 4998050

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Employer firm

Berkeley Capital Partners, LLC CRD 281082

$1.10B regulatory AUM 314 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Berkeley Capital Partners, Llc

3000 Heritage Walk Suite 301, Milton, GA 30004 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-08-22
GA RA APPROVED 2015-08-20
  • TX RA
    APPROVED_RES
    Since 2015-08-22
  • GA RA
    APPROVED
    Since 2015-08-20

Branch Locations

3000 Heritage Walk Suite 301, Milton, GA 30004 • 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 Capital Partners, Llc Norcross GA 08/2015 Present
Triad Advisors, Inc. Norcross GA 08/2015 12/2016
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-16
  • S66 Uniform Combined State Law Examination
    2006-10-16
Designations
  • Chartered Financial Analyst
Other Names
  • Tony Palazzo

View on SEC IAPD

Nearby Firms

BLUECHIP WEALTH ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
ARKOS GLOBAL ADVISORS, LLC

Nearby Investors

KEVIN LAMAR RAINWATER
DAVID MITCHEL SMITH
BEAU HUNTER DAVIS

Nearby Offices

BLUECHIP WEALTH ADVISORS LLC · MILTON, GA
CETERA INVESTMENT ADVISERS LLC · MILTON, GA
ARKOS GLOBAL ADVISORS, LLC · Milton, GA

More in Milton, GA

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