Fred Bergdoll, financial advisor York PA
63 score

Fred Bergdoll

CRD Number: 1277329
Current Firm: Bergdoll Financial Advisors, LLC

Fred Bergdoll (CRD# 1277329) is an Investment Advisor Representative working at Bergdoll Financial Advisors, LLC in York, PA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Bergdoll Financial Advisors, LLC York, PA Jun 2015 - Current 2
Ridgeway Conger Advisory Services New Woodstock, NY Oct 2011 - Aug 2016 4
Adirondack Trading Group, LLC New Woodstock, NY Oct 2011 - Aug 2016 4
Janney Montgomery Scott LLC Philadelphia, PA Aug 2005 - Oct 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S65 NASAA Investment Advisors Law Examination Jun 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Fred F. Bergdoll
Phone Number: 717-764-3023
Registered State(s):
  • PA
Current Firm Details
Bergdoll Financial Advisors, LLC
Firm's CRD Number: 262787
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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