Unclaimed Profile

William John Roth

BERNARDO WEALTH PLANNING, LLC·HARLEYSVILLE, Pennsylvania

Clean recordBERNARDO WEALTH PLANNING, LLC

464 MAIN STREET, HARLEYSVILLE, PA 19438CRD# 4315166Firm CRD# 288705

Profile Verification

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

Identity

William John Roth · HARLEYSVILLE, PA

Registration

CRD #4315166 · BERNARDO WEALTH PLANNING, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William John Roth 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BERNARDO WEALTH PLANNING, LLC

AUM

$610M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4315166

Firm CRD# 288705

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William John Roth offer?

William John Roth specializes in Financial Planning, Investment Management. Contact their office in HARLEYSVILLE, Pennsylvania for a consultation.

What are William John Roth's credentials?

William John Roth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William John Roth located?

William John Roth 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 William John Roth charge for services?

William John Roth'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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