Bergen Private Wealth Management

Bergen Private Wealth Management (CRD# 282874) is a financial advisory firm headquartered in Englewood, NJ. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Bergen Private Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Marco C. Fernandes
CRD#: 5457302
5 Tenafly Road, Suite 350, Englewood, NJ 07631
100
Wealthminder
score

Marco Fernandes (CRD# 5457302) is an Investment Advisor Representative working at Bergen Private Wealth Management in Englewood, NJ and has over 8 years of experience in the finance industry.

 

“I founded BPWM to better serve my clients.  To help my clients reach their goals is the foundation on which I run my practice.  For my clients to truly have a financial advisor as a partner in their lives, acting as a true fiduciary to their needs, I felt the only possible solution was to be independent of shareholders and become the key decision-maker in starting BPWM.”  As a financial planning firm I aim to help my clients reach their goals of retiring on time.

 

I am located in Bergen County, NJ but travel heavily within the tristate area.  I hold a masters degree in business,  a JD, and I also speak & write Portuguese fluently.

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