Christopher M. Eddy
Professional summary
Christopher Martin Eddy, CFP®, who also goes by Chris M Eddy, Christopher Eddy, is a registered financial advisor currently at BERKELEY CAPITAL PARTNERS, LLC located in Milton, Georgia.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Christopher has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Martin Eddy's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
August 20, 2015 - Present
BERKELEY CAPITAL PARTNERS, LLC
Office #1: 3000 Heritage Walk Suite 301, Milton, GA 30004August 21, 2015 - September 2, 2016
TRIAD ADVISORS LLC
March 7, 2011 - August 25, 2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
March 7, 2011 - August 25, 2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
February 7, 2008 - April 8, 2009
CITIGROUP GLOBAL MARKETS INC.
November 21, 2007 - April 8, 2009
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
BERKELEY CAPITAL PARTNERS, LLC
CRD#: 281082 / SEC#: 801-106521
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/20/2015)
(8/22/2015)
Exams
Current Firm
BERKELEY CAPITAL PARTNERS, LLC
CRD#: 281082 / SEC#: 801-106521
Contact information
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,298 |
| AUM (Assets Under Management) | $ 999,117,565 |
Red Flags
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