Nicholas
Bernardo
Bernardo Wealth Planning, LLC
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About this Advisor
Nicholas Bernardo is a certified financial planner operating out of Harleysville, Pennsylvania, who has 6 years of relevant experience. Bernardo is an advisor for Bernardo Wealth Planning, LLC. The advisor has gained experience at Morgan Stanley & Co. Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Bernardo Wealth Planning LLC, Purshe Kaplan Sterling Investments and Platinum Wealth Partners D/B/A Bernardo Wealth Planning. Bernardo maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Bernardo Wealth Planning, LLC is a firm headquartered in Harleysville, PA. It oversees $500 million in assets under management among its 1,642 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,642 accounts, 20% belong to high-net-worth investors who have more than $1 million in assets available to invest. Bernardo Wealth Planning, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees typically depend on the services offered. However, fee types charged by Bernardo Wealth Planning, LLC can include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bernardo Wealth Planning, LLC Brokerage Details
$499,551,637
10
1,642
$304,234
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Nicholas Bernardo Work History
Nicholas has been registered as a financial advisor for 6 years.*
Bernardo Wealth Planning LLC
Purshe Kaplan Sterling Investments
Platinum Wealth Partners D/B/A Bernardo Wealth Planning
Morgan Stanley Private Bank, National Association
Morgan Stanley & Co. Inc
Morgan Stanley Smith Barney
*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 Nicholas Bernardo 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 Bernardo Wealth Planning, LLC
Harleysville, PA
Harleysville, PA
Harleysville, PA
Harleysville, PA
Harleysville, PA
Harleysville, PA
Harleysville, PA
Harleysville, PA
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.
