Christopher Bernard, financial advisor Rumson NJ

Christopher Bernard

CRD Number: 4887587
Current Firm: Bcs Private Wealth Management

Christopher Bernard (CRD# 4887587) is an Investment Advisor Representative working at Bcs Private Wealth Management in Rumson, NJ and has over 18 years of experience in the finance industry. Christopher Bernard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bcs Private Wealth Management Atlantic Highlands, NJ Apr 2015 - Current 8
Western International Securities Atlanic Highlands, NJ Jun 2009 - Current 14
Bernard Caroli Wealth Management, Inc. Atlantic Highlands, NJ Jun 2009 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2005
Contact Info for Christopher P. Bernard
Phone Number: 732-291-7272
Firm Website: http://www.bc-wm.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    340
    MILLIONS
  • Total Number of Accounts
    509
    ACCOUNTS
  • Average Account Value
    $667,700
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CO, FL, MD, NH, NJ, NY, TX

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