Jeffrey
Bernstein
Silverberg Bernstein Capital Management
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About this Advisor
Jeffrey Bernstein is a financial advisor based in Armonk, New York, working with Silverberg Bernstein Capital Management. Jeffrey has previously held positions at Cowen And Company LLC, Silverberg Bernstein Capital Management, LLC, Cowen Prime Advisors LLC, Beech Hill Securities, Inc, Concept Capital Markets, LLC, and Cowen Prime Services LLC. Jeffrey has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Jeffrey is part of Silverberg Bernstein Capital Management, which operates out of Armonk, New York. The firm has 3 employees and manages assets totaling $168.7 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Silverberg Bernstein Capital Management includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Silverberg Bernstein Capital Management Brokerage Details
$168,653,267
3
77
$2,190,302
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeffrey Bernstein Work History
Silverberg Bernstein Capital Management, LLC
Beech Hill Securities, Inc
Cowen And Company LLC
Cowen Prime Advisors LLC
Cowen Prime Services LLC
Concept Capital Markets, LLC
Disclosures
Please visit the SEC profile of Jeffrey Bernstein 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 Silverberg Bernstein Capital Management
Armonk, NY
Armonk, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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