AdvisorOS Directory
Claim Profile
RB

Roland Victor Bernardon

CAPITAL Z PARTNERS MANAGEMENT, LLC·NAPLES, Florida
Unclaimed Profile
4851 TAMIAMI TRAIL N, NAPLES, FL 34103CRD# 4606555Firm CRD# 157048
01

About

Roland Victor Bernardon is a registered financial advisor based in NAPLES, Florida, affiliated with CAPITAL Z PARTNERS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CAPITAL Z PARTNERS MANAGEMENT, LLC
CAPITAL Z PARTNERS MANAGEMENT, LLC
AUM
$1.1B
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CAPITAL Z PARTNERS MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4606555
Firm CRD# 157048
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NAPLES?

Browse all registered financial advisors in NAPLES, Florida or claim this profile if it's yours.

Browse NAPLES AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Roland Victor Bernardon offer?
Roland Victor Bernardon specializes in Retirement Planning. Contact their office in NAPLES, Florida for a consultation.
What are Roland Victor Bernardon's credentials?
Roland Victor Bernardon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roland Victor Bernardon located?
Roland Victor Bernardon is based in NAPLES, Florida, working with CAPITAL Z PARTNERS MANAGEMENT, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Roland Victor Bernardon charge for services?
Roland Victor Bernardon's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL Z PARTNERS MANAGEMENT, LLC?
CAPITAL Z PARTNERS MANAGEMENT, LLC has approximately 5 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NAPLES
Robert William Stiess — WASMER, SCHROEDER & COMPANY, LLCLawrence Joseph Daly — DAC ASSET MANAGEMENT LLCPasquale (nmn) Antonetti — ANTONETTI CAPITAL MANAGEMENT, LLCNicholas Edward Day — QUANTITATIVE INVESTMENT DECISIONS LLCPatrick Robert George — HALSTATT MANAGEMENT COMPANY, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile