Anthony Bernard (CRD# 5414711) is an Investment Advisor Representative working at Pgim Investments LLC in Newark, NJ and has over 11 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pgim Investments,llc | Newark, NJ | Mar 2015 - Current | 9 |
| Pgim Investments,llc | Newark, NJ | Dec 2014 - Current | 9 |
| Prudential Investment Management Services LLC | Newark, NJ | Dec 2014 - Current | 9 |
| Bank Of America, N.a. | Pennington, NJ | Jul 2012 - Nov 2014 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington, NJ | Jul 2010 - Nov 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- NJ
-
Total Assets Under Management315,352MILLIONS
-
Total Number of Accounts167ACCOUNTS
-
Average Account Value$1,888,332,353
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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