Daniel Blake Newberg
CFP®Professional Summary
Daniel Blake Newberg, CFP®, who also goes by Dan Newberg, is a registered financial advisor currently at BERKELEY CAPITAL PARTNERS, LLC located in Milton, Georgia. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Daniel has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dan Newberg
Similar Advisors
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
Credentials
Years of Experience
27 years in the financial services industry
Current & Past Employments
Similar Advisors
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
Current Firm
ACCESS PRIVATE CAPITAL | BERKELEY CAPITAL PARTNERS, LLC
Contact Information
Main Address
3000 Heritage Walk Suite 301, Milton, GA 30004Phone Number
(678) 690-8700# of Employees
11SEC notice filing (25 States and Territories)
Registered to provide investment advisory services in 25 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,368AUM (Assets Under Management)
$1,104,421,153Similar Advisors
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
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.
The advisor shows no other business activity.
Similar Advisors
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
Primary Firm SEC Registration
ACCESS PRIVATE CAPITAL | BERKELEY CAPITAL PARTNERS, LLC
State Registrations and Notice Filings
(8/20/2015)
(8/20/2015)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Feb 2012About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Nov 2011About the Series 9 examSimilar Advisors
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Blake Newberg's CRS (Customer Relationship Summary).
Similar Advisors
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
