Justin
Bernier

Integrated Advisors Network LLC

CRD#6146026
Investment Advisor
in Hartford, CT

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About this Advisor

Justin Bernier is a financial advisor who works in Hartford, Connecticut, who has 2 years of relevant experience. Bernier is currently employed by Integrated Advisors Network LLC. The advisor has gained experience at Morgan Stanley Wealth Management, Morgan Stanley Private Bank, National Association, Integrated Advisors Network, LLC and All Source Investment Management. Bernier maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Connecticut and Virginia. Integrated Advisors Network LLC is a financial advisory company that has its headquarters in Dallas, TX. It has offices in 39 locations and a total of 81 people on staff. It has $4 billion in assets under management across its 11,258 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 40 charities and foundations. Of its 11,258 customer accounts, just 5% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management usually depend on which services are provided. Fee types charged by Integrated Advisors Network LLC likely include asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

Cityplace I 185 Asylum Street, Suite 106
Hartford, CT 06103

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Integrated Advisors Network LLC Brokerage Details

Total Assets Under Management

$3,553,521,550

CT Average: $3,042,739,679
Total Number of Employees

81

CT Average: 49
Total Number of Accounts

11,258

CT Average: 2,315
Average Account Size

$315,644

CT Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Justin Bernier Work History

Justin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Integrated Advisors Network, LLC

2021 - Present (3 years)

All Source Investment Management

2015 - 2021 (6 years)

Morgan Stanley Private Bank, National Association

2012 - 2021 (9 years)

Morgan Stanley Wealth Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Justin Bernier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Integrated Advisors Network LLC

Stephen Hall
Springfield, MO
Steven Peake
Dallas, TX
Michael Stephenson
San Diego, CA
Mark Bailey
Dallas, TX
Mark Huber
Mount Airy, MD
Mason Tucker
Dallas, TX
Alex Suggs
Dallas, TX
Brandon Kelley
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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