Bernadette Huang (CRD# 4903420) is an Investment Advisor Representative working at Kreitler Financial LLC in New Haven, CT and has over 19 years of experience in the finance industry. Bernadette Huang 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# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kreitler Financial | New Haven, CT | Jul 2020 - Current | 3 |
| Raymond James Financial Services Advisors Inc. | New Haven, CT | May 2015 - Jul 2020 | 5 |
| Raymond James Financial Services, Inc. | New Haven, CT | Apr 2015 - Jul 2020 | 5 |
| Raymond James Financial Services, Inc. | New Haven, CT | Mar 2015 - Apr 2015 | < 1 |
| Raymond James Financial Services, Inc. | New Haven, CT | Jan 2015 - Mar 2015 | < 1 |
| Unemployed | New Haven, CT | Jun 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- CT
-
Total Assets Under Management477MILLIONS
-
Total Number of Accounts884ACCOUNTS
-
Average Account Value$539,287
- 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
- Pension consulting services
CT, FL, MA, NC, NH, NY, PA, TX, VT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.