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Vice President/secretary · Berkeley Capital Partners, LLC

Daniel B. Newberg

CRD 2100977 · Named on Form ADV at one SEC-registered adviser

At a glance

Berkeley Capital Partners, LLC, an SEC-registered wealth manager based in Milton, GA with $1.1 billion in regulatory assets, lists Daniel B. Newberg on its Form ADV as Vice President/secretary.

Firms and roles

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Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.