Anthony Francis Palazzo
Investment adviser representative at Berkeley Capital Partners, LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Berkeley Capital Partners, LLCAug 2015 to now
- Triad Advisors, Inc.Aug 2015 to Dec 2016
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Berkeley Capital Partners, LLC
$1.1BAssets managed
1,605Clients
8Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4998050
- Firm CRD
- 281082