Bernard
Caniff
Money Concepts Capital Corp
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About this Advisor
Bernard Caniff is a personal financial specialist who works in Palm Beach Gardens, Florida with 15 years of relevant experience. Caniff is on the advisory team at Money Concepts Capital Corp. Throughout their career, they have worked at Caniff & Assoc, Peabody Monofill Assoc and Money Concepts Capital Corp. Caniff maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts. Money Concepts Capital Corp is a registered investment business that has its headquarters in Palm Beach Gardens, FL. The company has offices in 24 locations and a total of 429 advisors. It manages $3 billion in assets under management among its 14,957 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 41 charitable organizations. Of its 14,957 customer accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets. The firm provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial management depend on which services the firm provides the client. Fee types billed by Money Concepts Capital Corp most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Money Concepts Capital Corp Brokerage Details
$2,644,047,829
429
14,957
$176,777
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Bernard Caniff Work History
Bernard has been registered as a financial advisor for 15 years.*
Money Concepts Capital Corp
Peabody Monofill Assoc
Caniff & Assoc
*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 Bernard Caniff 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 Money Concepts Advisory Service
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Saint Peters, MO
Palm Beach Gardens, FL
Saint Peters, MO
Palm Beach Gardens, FL
Loveland, CO
Palm Beach Gardens, FL
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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