William Bernstein, financial advisor Portland OR
93 score

William Bernstein

CRD Number: 3126233
Current Firm: Efficient Frontier Advisors LLC

William Bernstein (CRD# 3126233) is an Investment Advisor Representative working at Efficient Frontier Advisors LLC in Portland, OR and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
William Bernstein Asset Management, LLC Portland, OR Feb 2015 - Current 1
Efficient Frontier Advisors LLC North Bend, OR Apr 1998 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for William J. Bernstein
Phone Number: 860-974-0888
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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