Financial advisers in Berkeley, California
28 profiles with reported offices in Berkeley, California. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
Marc RothInvestment adviser representativeElmwood Wealth ManagementCRD 1024631- Robert GilloolyCEOElmwood Wealth ManagementCRD 2073302
Allan MoskowitzInvestment adviser representativeMason & AssociatesCRD 2103510
Jason StankowskiManager/MemberClayton PartnersCRD 2331752- Katherine KingManaging MemberNorth Berkeley Wealth ManagementCRD 2377541
Brian LancasterManager/MemberClayton PartnersCRD 2636780- Amy ThacherInvestment adviser representativeBlume Capital ManagementCRD 2690092
- Jeffrey St. ClaireChief Executive Officer and Chief Compliance OfficerBlume Capital ManagementCRD 3119309
- Debra EllisenInvestment adviser representativeNorth Berkeley Wealth ManagementCRD 4593925
- Shannon LemonCOO/CCOElmwood Wealth ManagementCRD 5129936
- Brian KozelManaging MemberNorth Berkeley Wealth ManagementCRD 5601007
Sean KenmoreInvestment adviser representativeAffinity Capital AdvisorsCRD 5601488- Jonathan Manzo-CardenasChief Compliance OfficerAffinity Capital AdvisorsCRD 5742461
Richard GreywittInvestment adviser representativeAffinity Capital AdvisorsCRD 5880231- Peter ReidenbachPresident and Chief Investment OfficerBlume Capital ManagementCRD 5892558
- Stephanie NehmensInvestment adviser representativeNorth Berkeley Wealth ManagementCRD 5952551
- Robert BradfordInvestment adviser representativeAffinity Capital AdvisorsCRD 5955505
- Samuel Wood-BednarzManaging Member & Chief Compliance OfficerNorth Berkeley Wealth ManagementCRD 6501469
John KennyInvestment adviser representativeRinkey InvestmentsCRD 6595705- Matthew GattInvestment adviser representativeNorth Berkeley Wealth ManagementCRD 6709376
- Daniel NakaharaInvestment adviser representativeNorth Berkeley Wealth ManagementCRD 6715708
Alex GatesChief Compliance OfficerClayton PartnersCRD 6842445- Cagatay KocInvestment adviser representativeNorth Berkeley Wealth ManagementCRD 7459627
- Ariana AlisjahbanaInvestment adviser representativeNorth Berkeley Wealth ManagementCRD 7557565
- Maria Quintana-PillingInvestment adviser representativeNorth Berkeley Wealth ManagementCRD 8035505
- Samaya PatelInvestment adviser representativeBlume Capital ManagementCRD 8111846
- Kim BergerInvestment adviser representativeNorth Berkeley Wealth ManagementCRD 8122018
- John BlatterInvestment adviser representativeAffinity Capital AdvisorsCRD 8161534
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.