Cagatay Koc is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with NORTH BERKELEY WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| NORTH BERKELEY WEALTH MANAGEMENT, LLC | 2026-01-20 | present | Yes |
| STRATEGIC WEALTH PLANNING | 2024-08-13 | 2025-06-06 | — |