Steven Bernknopf (CRD# 1986649) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Cranberry, NJ and has over 33 years of experience in the finance industry. Steven Bernknopf 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.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Perigon Wealth Management, Llc D/b/a Pm Wealth Management | Cranbury, NJ | Nov 2022 - Current | 1 |
Prager Metis Cpas, LLC | Cranbury, AL | Jan 2017 - Current | 7 |
Lpl Financial, LLC | Cranbury, NJ | Feb 2017 - Nov 2022 | 5 |
Pm Wealth Management, LLC | New York, NY | Jan 2017 - Nov 2022 | 5 |
Herman Bernknopf & Company | New Brunswick, NJ | Oct 1986 - Dec 2019 | 33 |
Private Advisor Group, LLC | Morristown, NJ | Feb 2017 - Feb 2019 | 2 |
Saxony Securities, Inc. | St. Louis, MO | Nov 2009 - Feb 2017 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1990 |
- NJ
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Total Assets Under Management6,941MILLIONS
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Total Number of Accounts11,428ACCOUNTS
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Average Account Value$607,363
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA
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