Nicholas Bernardo (CRD# 5246863) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 16 years of experience in the finance industry. Nicholas Bernardo 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# 2972218
Lpl Financial LLC
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Raymond James Financial Services Advisors, Inc.
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Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bernardo Wealth Planning LLC | Harleysville, PA | Sep 2017 - Current | 6 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jun 2016 - Current | 7 |
| Platinum Wealth Partners D/b/a Bernardo Wealth Planning | Harleysville, PA | Jun 2016 - Sep 2017 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jun 2016 | 1 |
| Morgan Stanley Smith Barney | Blue Bell, PA | Jun 2009 - Jun 2016 | 7 |
| Morgan Stanley & Company Incorporated | Blue Bell, PA | Jan 2009 - Jun 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
- PA
-
Total Assets Under Management610MILLIONS
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Total Number of Accounts1,858ACCOUNTS
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Average Account Value$328,213
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NJ, NY, PA, TX
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