Unclaimed Profile

Kristen Diane Berdar

BST WEALTH MANAGEMENT, LLC·ALBANY, New York

Clean recordBST WEALTH MANAGEMENT, LLC

26 COMPUTER DRIVE WEST, ALBANY, NY 12205CRD# 4377640Firm CRD# 131160

Profile Verification

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

Identity

Kristen Diane Berdar · ALBANY, NY

Registration

CRD #4377640 · BST WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kristen Diane Berdar is a registered financial advisor based in ALBANY, New York, affiliated with BST WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

BST WEALTH MANAGEMENT, LLC

AUM

$26M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BST WEALTH MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4377640

Firm CRD# 131160

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kristen Diane Berdar offer?

Kristen Diane Berdar specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ALBANY, New York for a consultation.

What are Kristen Diane Berdar's credentials?

Kristen Diane Berdar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristen Diane Berdar located?

Kristen Diane Berdar is based in ALBANY, New York, working with BST WEALTH MANAGEMENT, LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.

How does Kristen Diane Berdar charge for services?

Kristen Diane Berdar'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 BST WEALTH MANAGEMENT, LLC?

BST WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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