Cagatay Koc
Investment adviser representative at North Berkeley Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$829.8MFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- North Berkeley Wealth Management, LLCSep 2025 to now
- Strategic Wealth PlanningJun 2024 to Jul 2025
- Lifepro Financial ServicesAug 2023 to Apr 2024
- Self Employed Speculators AnonymousDec 2022 to Aug 2023
- Faubourg Private WealthSep 2021 to Dec 2022
- Sterling Investment ManagementApr 2020 to Sep 2021
- Northern Trust CompanyJan 2019 to Apr 2020
- University of ArizonaJan 2017 to Jan 2019
- Univ. of LouisvilleJan 2014 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
North Berkeley Wealth Management, LLC
$829.8MAssets managed
411Clients
12Advisers
21 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
- 7459627
- Firm CRD
- 136431