Steven Bernknopf, financial advisor Cranberry NJ

Steven Bernknopf

CRD Number: 1986649
Current Firm: Perigon Wealth Management, LLC

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.

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Professional Designations
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
Contact Info for Steven Bernknopf
Phone Number: (877) 977-2555
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    4,830
    MILLIONS
  • Total Number of Accounts
    9,185
    ACCOUNTS
  • Average Account Value
    $525,898
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, 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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