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Christopher Paul Bernard

BERNARD CAROLI WEALTH MANAGEMENT INC.·RUMSON, New Jersey
Clean recordBERNARD CAROLI WEALTH MANAGEMENT INC.
47 WEST RIVER ROAD, RUMSON, NJ 07760CRD# 4887587Firm CRD# 174761

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Paul Bernard · RUMSON, NJ
Registration
CRD #4887587 · BERNARD CAROLI WEALTH MANAGEMENT INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Paul Bernard is a registered financial advisor based in RUMSON, New Jersey, affiliated with BERNARD CAROLI WEALTH MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BERNARD CAROLI WEALTH MANAGEMENT INC.
BCS PRIVATE WEALTH MANAGEMENT
AUM
$340M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BERNARD CAROLI WEALTH MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4887587
Firm CRD# 174761
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Christopher Paul Bernard offer?
Christopher Paul Bernard specializes in Financial Planning, Investment Management. Contact their office in RUMSON, New Jersey for a consultation.
What are Christopher Paul Bernard's credentials?
Christopher Paul Bernard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Paul Bernard located?
Christopher Paul Bernard is based in RUMSON, New Jersey, working with BERNARD CAROLI WEALTH MANAGEMENT INC.. Their office serves clients in the RUMSON metropolitan area and surrounding communities.
How does Christopher Paul Bernard charge for services?
Christopher Paul Bernard's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERNARD CAROLI WEALTH MANAGEMENT INC.?
BERNARD CAROLI WEALTH MANAGEMENT INC. has approximately 6 employees and manages $340M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BERNARD CAROLI WEALTH MANAGEMENT INC.

Craig David Cummings
RUMSON, NJ
David Baker Schiff
RUMSON, NJ
John Arthur Caroli
RUMSON, NJ

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