AdvisorOS Directory
Claim Profile
Unclaimed Profile
EB

Eric Scott Bernstein

GMAG MANAGEMENT LP·MELVILLE, New York
Clean record4 years registeredGMAG MANAGEMENT LP
400 BROADHOLLOW ROAD, MELVILLE, NY 11747CRD# 7301589Firm CRD# 313456

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Scott Bernstein · MELVILLE, NY
Registration
CRD #7301589 · GMAG MANAGEMENT LP · 4 years registered
Brand Profile
Not yet started
01

Career History

WEALTHSPIRE ADVISORS
Apr 2026 – present
WEALTHSPIRE ADVISORS
Aug 2021 – Jun 2026
MELVILLE, NY
02

Registrations & Exams

Registration record
First registered · August 30, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GMAG MANAGEMENT LP
CRD 313456 · SEC 801-122535
AUM
$47M
Regulatory assets under management
Employees
6
3 client accounts
Services offered by GMAG MANAGEMENT LP
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at GMAG MANAGEMENT LP →
Introduction

Speak with Eric

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Eric is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MELVILLE?

Browse all registered financial advisors in MELVILLE, New York or claim this profile if it's yours.

Browse MELVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Eric Scott Bernstein offer?
Eric Scott Bernstein specializes in Retirement Planning, Fee-Only Advisory. Contact their office in MELVILLE, New York for a consultation.
What are Eric Scott Bernstein's credentials?
Eric Scott Bernstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Scott Bernstein located?
Eric Scott Bernstein is based in MELVILLE, New York, working with GMAG MANAGEMENT LP. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.
How does Eric Scott Bernstein charge for services?
Eric Scott Bernstein'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 GMAG MANAGEMENT LP?
GMAG MANAGEMENT LP has approximately 6 employees and manages $47M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at GMAG MANAGEMENT LP

Frank Patrick Marzano
MELVILLE, NY

More Advisors in MELVILLE, New York

Christopher Philip Mittleman
MITTLEMAN INVESTMENT MANAGEMENT, LLC·MELVILLE, NY
Eric Andrew Diton
THE WEALTH ALLIANCE, LLC·MELVILLE, NY
Gregory Thomas Moss
TOTAL MANAGEMENT GROUP, INC.·MELVILLE, NY
CFP
Philip Charles Mittleman
MITTLEMAN INVESTMENT MANAGEMENT, LLC·MELVILLE, NY
David Joseph Mittleman
MITTLEMAN INVESTMENT MANAGEMENT, LLC·MELVILLE, NY
Eric Matthew Sontag
GM ADVISORY GROUP, LLC·MELVILLE, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)PITTSFORD (65)WHITE PLAINS (60)BROOKLYN (41)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile