Unclaimed Profile

Jeffrey Milton Bernstein

SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC·ARMONK, New York

SIE, Series 7, Series 65, Series 66Clean record8 years registeredSILVERBERG 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 · 8 years registered

Brand Profile

Not yet started

Career History

BEECH HILL SECURITIES, INC.

Jul 2023 – present

SILVERBERG BERNSTEIN CAPITAL MANAGEMENT

Jul 2023 – present

COWEN PRIME ADVISORS LLC

Jul 2021 – Aug 2023

NEW YORK, NY

CONCEPT CAPITAL MARKETS, LLC

Feb 2021 – Mar 2011

NEW YORK, NY

CONCEPT CAPITAL MARKETS, LLC

Jun 2018 – Mar 2011

NEW YORK, NY

CONCEPT CAPITAL MARKETS, LLC

Mar 2018 – Mar 2011

NEW YORK, NY

CONCEPT CAPITAL MARKETS, LLC

Mar 2018 – Mar 2011

NEW YORK, NY

CONCEPT CAPITAL MARKETS, LLC

Feb 2018 – Mar 2011

NEW YORK, NY

CONCEPT CAPITAL MARKETS, LLC

Feb 2018 – Mar 2011

NEW YORK, NY

CONCEPT CAPITAL MARKETS, LLC

Feb 2018 – Mar 2011

NEW YORK, NY

CONCEPT CAPITAL MARKETS, LLC

Feb 2018 – Mar 2011

NEW YORK, NY

CONCEPT CAPITAL MARKETS, LLC

Feb 2018 – Mar 2011

NEW YORK, NY

CONCEPT CAPITAL MARKETS, LLC

Jan 2018 – Mar 2011

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · January 29, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC

CRD 327151 · SEC 801-128290

AUM

$169M

Regulatory assets under management

Employees

77 client accounts

Services offered by SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC →

Introduction

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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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