Cameron
Bernadsky

Founders Financial Securities LLC

CRD#2431457
Investment Advisor
in Dayton, OH

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About this Advisor

Cameron Bernadsky is a certified financial planner based out of Dayton, Ohio with 5 years of relevant experience. Bernadsky is on the advisory team at Founders Financial Securities LLC. Their career trajectory has included roles at Horter Investment Management, Ethicon - Johnson & Johnson (Jnj), The Cornerstone Group, Founders Financial Securities, LLC, Covenant Planning And Wealth Management and Ae Wealth Management, LLC. Bernadsky maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Ohio. Founders Financial Securities LLC is a financial advisory business that has its headquarters in Towson, MD. The company has offices in 63 locations and a total of 138 advisors. It controls $2 billion in assets across its 16,137 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 25 charitable organizations. Of its 16,137 client accounts, just 9% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services usually are based on the type of financial services offered. Fee types billed by Founders Financial Securities LLC may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

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

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Founders Financial Securities LLC Brokerage Details

Total Assets Under Management

$2,272,682,543

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

138

OH Average: 45
Total Number of Accounts

16,137

OH Average: 765
Average Account Size

$140,837

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

Cameron has been registered as a financial advisor for 5 years.*

2019 - Present (5 years)

Covenant Planning And Wealth Management

2018 - Present (6 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)

*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 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

Matthew Kradel
Martinsburg, WV
Kimberly Stewart
Delaware, OK
Bruce Cain
Anderson, IN
Andrew Douglas
Newark, DE
Brian Zabora
Towson, MD
Emily Mascio
Finksburg, MD
Lisa Spitler
Brighton, MI
Heather Aeschliman
Brighton, MI

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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