Steven Bernknopf, financial advisor Cranbury NJ
96 score

Steven Bernknopf

CRD Number: 1986649
Current Firm: Private Advisor Group, LLC

Steven Bernknopf (CRD# 1986649) is an Investment Advisor Representative working at Private Advisor Group, LLC in Cranbury, NJ and has over 27 years of experience in the finance industry. Steven Bernknopf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Private Advisor Group, LLC Morganville, NJ Feb 2017 - Current 1
Lpl Financial LLC Morganville, NJ Feb 2017 - Current 1
Herman Bernknopf & Company N Brunswick, NJ Oct 1986 - Current 31
Saxony Securities, Inc. St. Louis, MO Nov 2009 - Feb 2017 7
Tfs Securities, Inc. Lakewood, NJ Aug 1989 - Nov 2009 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1990
Contact Info for Steven Bernknopf
Phone Number: 973-538-7010
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    11,900
    MILLIONS
  • Total Number of Accounts
    54,146
    ACCOUNTS
  • Average Account Value
    $219,780
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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
96
Clean Record
This advisor has a clean track record with regulators.

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