Andrew Bernal, financial advisor Old Bridge NJ
90 score

Andrew Bernal

CRD Number: 5973353
Current Firm: Santander Securities

Andrew Bernal (CRD# 5973353) is an Investment Advisor Representative working at Santander Securities in Old Bridge, NJ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Santander Securities LLC Guaynabo, PR May 2014 - Current 2
Santander Bank Na Whiting, NJ Apr 2014 - Current 2
Wells Fargo Advisors LLC Rumson, NJ Aug 2011 - Apr 2014 2
Wells Fargo Bank Na Rumson, NJ Mar 2011 - Apr 2014 3
Coppola Services Ringwood, NJ Aug 2010 - Mar 2011 < 1
Unemployed North Haledon, NJ Jun 2010 - Aug 2010 < 1
Td Bank Neptune, NJ Sep 2009 - Jun 2010 < 1
Monmouth University West Long Branch, NJ Jun 2006 - May 2010 3
Tek Electric Hawthorne, NJ Jun 2009 - Sep 2009 < 1
Td Bank Neptune, NJ Sep 2008 - Jun 2009 < 1
Braunis Brothers Midland Park, NJ Jun 2008 - Sep 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Andrew J. Bernal
Phone Number: 787-759-5378
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    556
    MILLIONS
  • Total Number of Accounts
    3,432
    ACCOUNTS
  • Average Account Value
    $162,047
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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