Cameron Bernadsky, financial advisor Dayton OH

Cameron Bernadsky

CRD Number: 2431457
Current Firm: Founders Financial Securities, LLC

Cameron Bernadsky (CRD# 2431457) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Dayton, OH and has over 6 years of experience in the finance industry. Cameron Bernadsky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Covenant Planning And Wealth Management Centerville, OH Apr 2019 - Current 5
Founders Financial Securities, LLC Towson, MD Aug 2018 - Current 5
Ethicon - Johnson & Johnson (jnj) Cincinnati, OH Mar 2001 - Dec 2021 20
The Cornerstone Group Centerville, OH Feb 2018 - Mar 2019 1
Ae Wealth Management, LLC Topeka, KS May 2018 - Aug 2018 < 1
Horter Investment Management Cincinnati, OH Feb 2018 - Apr 2018 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2018
S63 Uniform Securities State Law Examination Dec 2021
Contact Info for Cameron M. Bernadsky
Phone Number: 410-308-9988
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,909
    MILLIONS
  • Total Number of Accounts
    18,269
    ACCOUNTS
  • Average Account Value
    $159,230
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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