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Jeffrey Milton Bernstein

SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC·ARMONK, New York
Clean recordSILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC
4 MILLER CIRCLE, ARMONK, NY 10504CRD# 2717893Firm CRD# 327151

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Milton Bernstein · ARMONK, NY
Registration
CRD #2717893 · SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Milton Bernstein is a registered financial advisor based in ARMONK, New York, affiliated with SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC. 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
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT
AUM
$169M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2717893
Firm CRD# 327151
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Milton Bernstein offer?
Jeffrey Milton Bernstein specializes in Financial Planning, Investment Management. Contact their office in ARMONK, New York for a consultation.
What are Jeffrey Milton Bernstein's credentials?
Jeffrey Milton Bernstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Milton Bernstein located?
Jeffrey Milton Bernstein is based in ARMONK, New York, working with SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC. Their office serves clients in the ARMONK metropolitan area and surrounding communities.
How does Jeffrey Milton Bernstein charge for services?
Jeffrey Milton Bernstein'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 SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC?
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC has approximately 3 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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