Mary Bernini, financial advisor Cranberry Township PA

Mary Bernini

CRD Number: 2384221
Current Firm: Global Retirement Partners LLC

Mary Bernini (CRD# 2384221) is an Investment Advisor Representative working at Global Retirement Partners LLC in Cranberry Township, PA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Rpa Financial, LLC San Rafael, CA Sep 2021 - Current 2
Global Retirement Partners, LLC San Rafael, CA Sep 2021 - Current 2
Princor Financial Services Corporation Pittsburgh, PA Jul 1993 - Aug 2021 28
Principal Mutual Life Ins. Co Pittsburgh, PA Feb 1993 - Aug 2021 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for Mary J. Bernini
Phone Number: 415-526-2753
Registered State(s):
  • NC
  • PA
By the Numbers
  • Total Assets Under Management
    140,721
    MILLIONS
  • Total Number of Accounts
    28,908
    ACCOUNTS
  • Average Account Value
    $4,867,886
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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