Bryan Bernstein, financial advisor Fort Wayne IN
89 score

Bryan Bernstein

CRD Number: 6066445
Current Firm: Ifs Advisory, LLC

Bryan Bernstein (CRD# 6066445) is an Investment Advisor Representative working at Ifs Advisory, LLC in Fort Wayne, IN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Brokerage Services Inc. Fort Wayne, IN Sep 2014 - Current 2
Summit Financial Group Fort Wayne, IN Sep 2014 - Current 2
Lpl Financial Fort Wayne, IN Nov 2012 - Sep 2014 1
Unemployed Fort Wayne, IN Feb 2012 - Nov 2012 < 1
Social Security Administration Fort Wayne, IN Aug 1991 - Feb 2012 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Bryan J. Bernstein
Phone Number: 404-382-5223
Registered State(s):
  • FL
  • IN
By the Numbers
  • Total Assets Under Management
    90
    MILLIONS
  • Total Number of Accounts
    498
    ACCOUNTS
  • Average Account Value
    $180,842
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 pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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