Stuart James Blewett

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → Present
  Berkeley Capital Partners, Llc
  Norcross, GA
• 08/2015 → Present
  Triad Advisors, Inc.
  Norcross, GA

Previous Registrations

• 2009-04-30 → 2015-08-25
  Wells Fargo Advisors Financial Network, Llc
  Norcross, GA
• 2002-02-08 → 2009-05-19
  Citigroup Global Markets Inc.
  Atlanta, GA
  Atlanta, GA

Other Businesses

1)BERKELEY CAPITAL PARTNERS,LLC;INVESTMENT RELATED;3500 PARKWAY LANE,SUITE 430,NORCROSS,GA 30092;REGISTERED INVESTMENT ADVISOR;PARTNER;8/2015;160 HRS/MONTH;5.5 HRS DURING TRADING;FINANCIAL ADVISOR ACTIVITIES 2)BERKELEY CAPITAL PARTNERS VENTURE I, LLC;INVESTMENT RELATED;3500 PARKWAY LANE,SUITE 430,NORCROSS,GA 30092;HOLDING CO;LIMITED PARTNER;12/2013;0 HRS/MONTH;0 HRS DURING TRADING;LLC FORMED TO BUY EQUITY IN A MEDICAL DEVICE COMPANY

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-31
• S63 Uniform Securities Agent State Law Examination
  1993-02-26