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Rose Alyssa Bernardo

BERNARDO WEALTH PLANNING, LLC·HARLEYSVILLE, Pennsylvania
Unclaimed Profile
272 RUTH ROAD, HARLEYSVILLE, PA 19438CRD# 4886286Firm CRD# 288705
01

About

Rose Alyssa 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# 4886286
Firm CRD# 288705
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rose Alyssa Bernardo offer?
Rose Alyssa Bernardo specializes in Financial Planning, Investment Management. Contact their office in HARLEYSVILLE, Pennsylvania for a consultation.
What are Rose Alyssa Bernardo's credentials?
Rose Alyssa Bernardo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rose Alyssa Bernardo located?
Rose Alyssa 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 Rose Alyssa Bernardo charge for services?
Rose Alyssa 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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