Stuart
Blewett
Berkeley Capital Partners, LLC
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About this Advisor
Stuart Blewett is a financial advisor who works in Alpharetta, Georgia with a total of 8 years of industry experience. Blewett is on the advisory team at Berkeley Capital Partners, LLC. Throughout their career, Blewett has worked at Wachovia Securities Financial Network, LLC, Triad Advisors, Inc and Berkeley Capital Partners, LLC. Blewett maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia and Texas. Berkeley Capital Partners, LLC is an advisory firm that has its headquarters in Alpharetta, GA. The investment advisory business has offices in four locations and a total of 11 employees. It administers $813 million in assets between its 2,136 client accounts, making it one of the larger firms in the country by assets under management. Of its 2,136 customer accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Berkeley Capital Partners, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. Fees for financial advice largely vary depending on the financial services offered. However, fees charged by Berkeley Capital Partners, LLC likely include some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Berkeley Capital Partners, LLC Brokerage Details
$812,798,047
11
2,136
$380,523
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Stuart Blewett Work History
Stuart has been registered as a financial advisor for 8 years.*
Triad Advisors, Inc
Berkeley Capital Partners, LLC
Wachovia Securities Financial Network, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stuart Blewett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Berkeley Capital Partners, LLC
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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