Michael C. Eddy

BERKELEY CAPITAL PARTNERS

Milton, GA 30004

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CRD#: 1098894

Professional summary

Michael Crooks Eddy is a registered financial advisor currently at BERKELEY CAPITAL PARTNERS, LLC located in Milton, Georgia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Michael has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)BERKELEY CAPITAL PARTNERS,LLC;INVESTMENT RELATED;3500 PARKWAY LANE,SUITE 430,NORCROSS,GA 30092;RIA;MANAGING PARTNER;8/2015;160 HRS/MONTH;5.5 HRS DURING TRADING;INVESTMENT ADVICE 2)BERKELEY CAPITAL PARTNERS VENTURES I AND II, LLC;INVESTMENT RELATED;3500 PARKWAY LANE,SUITE 430,NORCROSS,GA 30092;HOLDING COMPANY;LIMITED PARTNER;12/2013;0 HRS/MONTH;0 HRS DURING TRADING;LLCS FORMED TO BUY EQUITY IN COMPANIES 3)DONE WITH E'S,LLC;INVESTMENT RELATED;23 WILLETT WAY,GREENSBORO,NC 27408;HOLDING CO;LIMITED PARTNER;2005;0 HRS/MONTH;0 HRS DURING TRADING;LLC FORMED TO BUY REAL ESTATE IN CAPE SAN BLAS FL 4)DWE FAMILY LLC;INVESTMENT RELATED;23 WILLET WAY,GREENSBORO,NC 27408;HOLDING CO;LIMITED PARTNER;1/1998;0 HRS/MONTH;0 HRS DURING TRADING;FAMILY PARTNERSHIP THAT OWNS REAL ESTATE IN SUWANEE,GA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Crooks Eddy's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 20, 2015 - Present

BERKELEY CAPITAL PARTNERS, LLC

Office #1: 3000 Heritage Walk Suite 301, Milton, GA 30004

RIA

CRD#: 281082

Milton, GA

Past

August 21, 2015 - April 13, 2016

TRIAD ADVISORS LLC

CRD#: 25803

Norcross, GA

Past

May 6, 2009 - August 25, 2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

NORCROSS, GA

Past

April 30, 2009 - August 25, 2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

NORCROSS, GA

Past

February 8, 2002 - May 19, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

ATLANTA, GA

Past

May 26, 1989 - May 19, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

ATLANTA, GA

Past

January 10, 1985 - June 6, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

CRD#: 7323

Past

March 23, 1983 - January 4, 1985

MORGAN STANLEY DW INC.

CRD#: 7556

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BERKELEY CAPITAL PARTNERS, LLC

ACCESS PRIVATE CAPITAL | BERKELEY CAPITAL PARTNERS, LLC

CRD#: 281082 / SEC#: 801-106521

RIA

Registered Investment Advisory firm - (8/12/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(8/20/2015)

IAR

Texas
(8/22/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/1/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/24/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/13/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 7/8/1988

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 3/19/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 1/23/1989

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

BERKELEY CAPITAL PARTNERS, LLC

ACCESS PRIVATE CAPITAL | BERKELEY CAPITAL PARTNERS, LLC

CRD#: 281082 / SEC#: 801-106521

RIA

Registered Investment Advisory firm - (8/12/2015 Approved)

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Contact information

Main Address

3000 Heritage Walk Suite 301, Milton, GA 30004

Mailing Address

Phone number

(678) 690-8700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BERKELEY CAPITAL PARTNERS DISCLOSURE BROCHURE (3/28/2025)

BERKELEY CAPITAL PARTNERS WRAP BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	2,298
AUM (Assets Under Management)	$ 999,117,565

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Michael C. Eddy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Crooks Eddy's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAD ADVISORS LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

DREXEL BURNHAM LAMBERT INCORPORATED

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

BERKELEY CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/1/1993

Series 63

Date: 3/24/1983

SIE

Date: 4/13/2016

Series 3

Date: 7/8/1988

Series 7

Date: 3/19/1983

Series 8

Date: 1/23/1989

Current Firm

BERKELEY CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BERKELEY CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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