Unclaimed Profile

Holger Nmn Berndt

ROSENBLUM SILVERMAN SUTTON SF INC·SAN FRANCISCO, California

Series 7Clean record2 years registeredROSENBLUM SILVERMAN SUTTON SF INC

1388 SUTTER ST STE 725, SAN FRANCISCO, CA 94109CRD# 1977205Firm CRD# 105774

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Holger Nmn Berndt · SAN FRANCISCO, CA

Registration

CRD #1977205 · ROSENBLUM SILVERMAN SUTTON SF INC · 2 years registered

Brand Profile

Not yet started

Career History

ROSENBLUM SILVERMAN SUTTON SF INC

Oct 2023 – present

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · October 5, 2023

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROSENBLUM SILVERMAN SUTTON SF INC

CRD 105774 · SEC 801-21730

AUM

$382M

Regulatory assets under management

Employees

155 client accounts

Services offered by ROSENBLUM SILVERMAN SUTTON SF INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ROSENBLUM SILVERMAN SUTTON SF INC →

Introduction

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Frequently Asked Questions

What services does Holger Nmn Berndt offer?

Holger Nmn Berndt specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Holger Nmn Berndt's credentials?

Holger Nmn Berndt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Holger Nmn Berndt located?

Holger Nmn Berndt is based in SAN FRANCISCO, California, working with ROSENBLUM SILVERMAN SUTTON SF INC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Holger Nmn Berndt charge for services?

Holger Nmn Berndt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROSENBLUM SILVERMAN SUTTON SF INC?

ROSENBLUM SILVERMAN SUTTON SF INC has approximately 6 employees and manages $382M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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