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Nicholas Anthony Bernardo

BERNARDO WEALTH PLANNING, LLC·HARLEYSVILLE, Pennsylvania
Unclaimed Profile
272 RUTH ROAD, HARLEYSVILLE, PA 19438CRD# 5246863Firm CRD# 288705
01

About

Nicholas Anthony Bernardo is a registered financial advisor based in HARLEYSVILLE, Pennsylvania, affiliated with BERNARDO WEALTH PLANNING, 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
03

Firm Overview

Firm
BERNARDO WEALTH PLANNING, LLC
BERNARDO WEALTH PLANNING, LLC
AUM
$610M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at BERNARDO WEALTH PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5246863
Firm CRD# 288705
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other advisors in HARLEYSVILLE
Roger Small — P. J. ROLAND, LTD.Richard John Volpe — ASSET PLANNING SERVICES LTD.Christine Marie Clark — ASSET PLANNING SERVICES LTD.Sean Mark Roberts — ASSET PLANNING SERVICES LTD.Peter James Roland — P. J. ROLAND, LTD.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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