Christopher
Bernard
Bcs Private Wealth Management
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About this Advisor
Christopher Bernard is a financial advisor based in Rumson, New Jersey, working with Bcs Private Wealth Management. Christopher has previously held positions at Western International Securities, Bernard Caroli Wealth Management, Inc, and Bcs Private Wealth Management. Christopher has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Christopher is part of Bcs Private Wealth Management, which operates out of Rumson, New Jersey. The firm has 6 employees and manages assets totaling $339.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Bcs Private Wealth Management includes asset-based and hourly fees.
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Bcs Private Wealth Management Brokerage Details
$339,859,135
6
509
$667,700
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Christopher Bernard Work History
Bcs Private Wealth Management
Western International Securities
Bernard Caroli Wealth Management, Inc
Disclosures
Please visit the SEC profile of Christopher Bernard 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 Bcs Private Wealth Management
Rumson, NJ
Rumson, NJ
Rumson, NJ
Rumson, NJ
Rumson, NJ
Atlantic Highlands, NJ
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