Cameron
Bernadsky

Founders Financial Securities LLC

CRD#2431457
Investment Advisor
in Dayton, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Cameron Bernadsky is a financial advisor based in Dayton, Ohio, working with Founders Financial Securities LLC. Cameron has previously held positions at Founders Financial Securities, LLC, Covenant Planning And Wealth Management, Horter Investment Management, Ethicon - Johnson & Johnson (Jnj), The Cornerstone Group, and Ae Wealth Management, LLC. Cameron has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Cameron is part of Founders Financial Securities LLC, which operates out of Dayton, Ohio. The firm has 65 offices and 137 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Founders Financial Securities LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

1800 Lyons Road
Dayton, OH 45458

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Founders Financial Securities LLC Brokerage Details

Total Assets Under Management

$2,908,968,688

OH Average: $6,889,882,315
Total Number of Employees

137

OH Average: 45
Total Number of Accounts

18,269

OH Average: 765
Average Account Size

$159,230

OH Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Cameron Bernadsky Work History

2019 - Present (6 years)

Covenant Planning And Wealth Management

2018 - Present (7 years)

Founders Financial Securities, LLC

2018 - 2018 (< 1 year)

Horter Investment Management

2018 - 2019 (1 year)

The Cornerstone Group

2018 - 2018 (< 1 year)

Ae Wealth Management, LLC

2001 - 2021 (20 years)

Ethicon - Johnson & Johnson (Jnj)

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Cameron Bernadsky 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 Founders Financial Securities, LLC

David Ryan
De Soto, MO
Joseph Krcma
Towson, MD
Heather Aeschliman
Brighton, MI
Eric Somsel
Troy, MI
Lisa Spitler
Brighton, MI
Andrew Douglas
Newark, DE
Andrew Lambertson
Modesto, CA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started