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Christopher Martin Eddy

Berkeley Capital Partners, LLC

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About Christopher Martin Eddy

Christopher Eddy is an Investment Advisor Representative with Berkeley Capital Partners, LLC. Christopher Eddy's profile indicates he has worked with clients as an investment advisor representative for several years. This advisor is registered with the state of Georgia. Christopher Eddy has a strong track record in the industry, having previously held roles with TRIAD ADVISORS, INC. and WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC. This advisor specializes in providing financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Firm Information

Christopher Eddy is currently registered with Berkeley Capital Partners, LLC. Berkeley Capital Partners, LLC is an investment advisor based in Milton, GA, with approximately $914,797,271 in regulatory assets under management. The firm provides a range of advisory services, including financial planning, pension consulting, selection of other advisors, portfolio management for individuals and pooled investment vehicles. Berkeley Capital Partners, LLC primarily serves individuals, high-net-worth individuals, pension and profit-sharing plans, and pooled investment vehicles. They also offer wrap fee programs.
Berkeley Capital Partners, LLC

3000 HERITAGE WALK

MILTON, GA 30004

$914.80M

Assets Under Management

314

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Christopher Eddy’s Registration & Firm History

GA

08/22/2015 - Present

Berkeley Capital Partners, LLC (MILTON GA)

GA

08/21/2015 - 09/02/2016

TRIAD ADVISORS, INC. (Norcross GA)

GA

03/07/2011 - 08/25/2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NORCROSS GA)

GA

11/21/2007 - 04/08/2009

CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 02/01/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/02/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Martin Eddy.
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