Unclaimed Profile

Marc David Bernstein

SANDHILL CAPITAL PARTNERS LLC·BUFFALO, New York

SIE, Series 6, Series 63, Series 65Clean record21 years registeredSANDHILL CAPITAL PARTNERS LLC

40 FOUNTAIN PLAZA, BUFFALO, NY 14202CRD# 4821898Firm CRD# 129800

Profile Verification

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

Identity

Marc David Bernstein · BUFFALO, NY

Registration

CRD #4821898 · SANDHILL CAPITAL PARTNERS LLC · 21 years registered

Brand Profile

Not yet started

Career History

ONESEVEN

Jul 2022 – present

SANDHILL INVESTMENT MANAGEMENT

Jun 2021 – Jul 2022

BUFFALO, NY

MANNING & NAPIER ADVISORS, LLC

Oct 2004 – Dec 2017

CLARENCE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · October 15, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SANDHILL CAPITAL PARTNERS LLC

CRD 129800 · SEC 801-63194

AUM

$2.1B

Regulatory assets under management

Employees

3,261 client accounts

Services offered by SANDHILL CAPITAL PARTNERS LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at SANDHILL CAPITAL PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Marc David Bernstein offer?

Marc David Bernstein specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BUFFALO, New York for a consultation.

What are Marc David Bernstein's credentials?

Marc David Bernstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marc David Bernstein located?

Marc David Bernstein is based in BUFFALO, New York, working with SANDHILL CAPITAL PARTNERS LLC. Their office serves clients in the BUFFALO metropolitan area and surrounding communities.

How does Marc David Bernstein charge for services?

Marc David Bernstein's firm is compensated through percentage of aum, subscription fees, other: client optional additional bonus. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SANDHILL CAPITAL PARTNERS LLC?

SANDHILL CAPITAL PARTNERS LLC has approximately 26 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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