Unclaimed Profile

Howard Alan Bernstein

MERRIMAN ASSET MANAGEMENT, INC.·SAN FRANCISCO, California

MERRIMAN ASSET MANAGEMENT, INC.

250 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 2834086Firm CRD# 158605

Profile Verification

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

Identity

Howard Alan Bernstein · SAN FRANCISCO, CA

Registration

CRD #2834086 · MERRIMAN ASSET MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Howard Alan Bernstein is a registered financial advisor based in SAN FRANCISCO, California, affiliated with MERRIMAN ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

MERRIMAN ASSET MANAGEMENT, INC.

MERRIMAN WEALTH ADVISORS

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at MERRIMAN ASSET MANAGEMENT, INC. →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2834086

Firm CRD# 158605

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Howard Alan Bernstein offer?

Howard Alan Bernstein specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.

What are Howard Alan Bernstein's credentials?

Howard Alan Bernstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Howard Alan Bernstein located?

Howard Alan Bernstein is based in SAN FRANCISCO, California, working with MERRIMAN ASSET MANAGEMENT, INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Howard Alan Bernstein charge for services?

Howard Alan Bernstein's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERRIMAN ASSET MANAGEMENT, INC.?

MERRIMAN ASSET MANAGEMENT, INC. has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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