Unclaimed Profile

Jayusia Perelman Bernstein

STRATIGRAPHIC ASSET MANAGEMENT, INC.·CORAL GABLES, Florida

Series 7, Series 24, Series 63, Series 65Clean record29 years registeredSTRATIGRAPHIC ASSET MANAGEMENT, INC.

804 DOUGLAS RD, CORAL GABLES, FL 33134CRD# 810309Firm CRD# 107119

Profile Verification

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

Identity

Jayusia Perelman Bernstein · CORAL GABLES, FL

Registration

CRD #810309 · STRATIGRAPHIC ASSET MANAGEMENT, INC. · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATIGRAPHIC ASSET MANAGEMENT, INC.

STRATIGRAPHIC ASSET MANAGEMENT, INC.

Jun 1997 – Jan 2025

CORAL GABLES, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · June 11, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATIGRAPHIC ASSET MANAGEMENT, INC.

CRD 107119 · SEC 801-43838

AUM

$160M

Regulatory assets under management

Employees

64 client accounts

Services offered by STRATIGRAPHIC ASSET MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at STRATIGRAPHIC ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jayusia Perelman Bernstein offer?

Jayusia Perelman Bernstein specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Jayusia Perelman Bernstein's credentials?

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

Where is Jayusia Perelman Bernstein located?

Jayusia Perelman Bernstein is based in CORAL GABLES, Florida, last registered with STRATIGRAPHIC ASSET MANAGEMENT, INC..

How does Jayusia Perelman Bernstein charge for services?

Jayusia Perelman 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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