Jeffrey Bernstein (CRD# 2717893) is an Investment Advisor Representative working at Silverberg Bernstein Capital Management in Armonk, NY and has over 28 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beech Hill Securities, Inc. | New York, NY | Jul 2023 - Current | < 1 |
| Silverberg Bernstein Capital Management, LLC | Armonk, NY | May 2023 - Current | < 1 |
| Cowen And Company LLC | New York, NY | Aug 2021 - Jul 2023 | 1 |
| Cowen Prime Advisors LLC | New York, NY | Jul 2021 - May 2023 | 1 |
| Cowen Prime Services LLC | New York, NY | Jul 2015 - Feb 2022 | 6 |
| Concept Capital Markets, LLC | Garden City, NY | Mar 2011 - Feb 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- NY
-
Total Assets Under Management169MILLIONS
-
Total Number of Accounts77ACCOUNTS
-
Average Account Value$2,190,302
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, CT, DC, FL, IL, MA, NH, NJ, NY, RI, TN, TX
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