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Bernard Irving Bostwick

FAITHWARD ADVISORS, LLC·LANCASTER, Pennsylvania
SIE, Series 6, Series 7, Series 24, Series 63, Series 6623 years registeredFAITHWARD ADVISORS, LLC
275 HESS BOULEVARD, LANCASTER, PA 17601CRD# 4327954Firm CRD# 116978

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bernard Irving Bostwick · LANCASTER, PA
Registration
CRD #4327954 · FAITHWARD ADVISORS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

FAITHWARD ADVISORS, LLC
Jan 2007 – present
SEVENONESEVEN CAPITAL MANAGEMENT
Oct 2019 – Jun 2020
LANCASTER, PA
AXA ADVISORS, LLC
Aug 2002 – Sep 2011
LANCASTER, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · August 20, 2002
Years registered · 23
03

Disclosure History

2023Customer Dispute·Settled
2020Civil·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
FAITHWARD ADVISORS, LLC
CRD 116978 · SEC 801-61471
AUM
$741M
Regulatory assets under management
Employees
35
5,347 client accounts
Services offered by FAITHWARD ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FAITHWARD ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Bernard Irving Bostwick offer?
Bernard Irving Bostwick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LANCASTER, Pennsylvania for a consultation.
What are Bernard Irving Bostwick's credentials?
Bernard Irving Bostwick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bernard Irving Bostwick located?
Bernard Irving Bostwick is based in LANCASTER, Pennsylvania, working with FAITHWARD ADVISORS, LLC. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.
How does Bernard Irving Bostwick charge for services?
Bernard Irving Bostwick's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of net worth/third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAITHWARD ADVISORS, LLC?
FAITHWARD ADVISORS, LLC has approximately 35 employees and manages $741M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FAITHWARD ADVISORS, LLC

Robert Ernest Kauffman
LANCASTER, PA
ChFC
Adrian Evan Young
LANCASTER, PA

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