Unclaimed Profile

Nicholas Anthony Bernardo

BERNARDO WEALTH PLANNING, LLC·HARLEYSVILLE, Pennsylvania

SIE, Series 7, Series 66CFPClean record19 years registeredBERNARDO WEALTH PLANNING, LLC

272 RUTH ROAD, HARLEYSVILLE, PA 19438CRD# 5246863Firm CRD# 288705

Profile Verification

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

Identity

Nicholas Anthony Bernardo · HARLEYSVILLE, PA

Registration

CRD #5246863 · BERNARDO WEALTH PLANNING, LLC · 19 years registered

Brand Profile

Not yet started

Career History

WELLFULL

Sep 2017 – present

PLATINUM WEALTH PARTNERS

Aug 2016 – Nov 2017

Skippak, PA

MORGAN STANLEY

Jun 2009 – Jun 2016

BLUE BELL, PA

MORGAN STANLEY & CO. INCORPORATED

Jan 2009 – Jun 2009

BLUE BELL, PA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 2007 – Jan 2009

BLUE BELL, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 4, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BERNARDO WEALTH PLANNING, LLC

CRD 288705 · SEC 801-110661

AUM

$610M

Regulatory assets under management

Employees

1,858 client accounts

Services offered by BERNARDO WEALTH PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BERNARDO WEALTH PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Nicholas Anthony Bernardo offer?

Nicholas Anthony Bernardo specializes in Financial Planning, Investment Management. Contact their office in HARLEYSVILLE, Pennsylvania for a consultation.

What are Nicholas Anthony Bernardo's credentials?

Nicholas Anthony Bernardo holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Nicholas Anthony Bernardo located?

Nicholas Anthony Bernardo is based in HARLEYSVILLE, Pennsylvania, working with BERNARDO WEALTH PLANNING, LLC. Their office serves clients in the HARLEYSVILLE metropolitan area and surrounding communities.

How does Nicholas Anthony Bernardo charge for services?

Nicholas Anthony Bernardo's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BERNARDO WEALTH PLANNING, LLC?

BERNARDO WEALTH PLANNING, LLC has approximately 10 employees and manages $610M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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