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Alan Saul Bernstein

STRATIGRAPHIC ASSET MANAGEMENT, INC.·CORAL GABLES, Florida
Series 00, Series 7, Series 1, Series 63, Series 65Clean recordSTRATIGRAPHIC ASSET MANAGEMENT, INC.
804 DOUGLAS RD, CORAL GABLES, FL 33134CRD# 19989Firm CRD# 107119

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Saul Bernstein · CORAL GABLES, FL
Registration
CRD #19989 · STRATIGRAPHIC ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alan Saul Bernstein is a registered financial advisor based in CORAL GABLES, Florida, affiliated with STRATIGRAPHIC ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
STRATIGRAPHIC ASSET MANAGEMENT, INC.
STRATIGRAPHIC ASSET MANAGEMENT, INC.
AUM
$160M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at STRATIGRAPHIC ASSET MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 19989
Firm CRD# 107119
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan Saul Bernstein offer?
Alan Saul Bernstein specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CORAL GABLES, Florida for a consultation.
What are Alan Saul Bernstein's credentials?
Alan Saul Bernstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Saul Bernstein located?
Alan Saul Bernstein is based in CORAL GABLES, Florida, working with STRATIGRAPHIC ASSET MANAGEMENT, INC.. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.
How does Alan Saul Bernstein charge for services?
Alan Saul 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 STRATIGRAPHIC ASSET MANAGEMENT, INC.?
STRATIGRAPHIC ASSET MANAGEMENT, INC. has approximately 1 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jayusia Perelman Bernstein
CORAL GABLES, FL

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