Anthony Bernardo Jr (CRD# 726157) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 43 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
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Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bernardo Wealth Partners LLC | Harleysville, PA | Sep 2017 - Current | 6 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jun 2016 - Current | 7 |
| Platinum Wealth Partners D/b/a Bernardo Wealth Planning | Harleysville, PA | Jun 2016 - Sep 2017 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jun 2016 | 1 |
| Morgan Stanley Smith Barney | Blue Bell, PA | Jun 2009 - Jun 2016 | 7 |
| Morgan Stanley & Company Incorporated | Blue Bell, PA | Jan 2009 - Jun 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1981 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1995 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
- TX
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Total Assets Under Management610MILLIONS
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Total Number of Accounts1,858ACCOUNTS
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Average Account Value$328,213
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NJ, NY, PA, TX
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