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Brad S Bersh

Ameriprise Financial Services, LLC

Marco Island, FL

Naples, FL

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-02-07
IL RA APPROVED 2017-02-03
TX RA APPROVED 2017-02-03
  • FL RA
    APPROVED
    Since 2017-02-07
  • IL RA
    APPROVED
    Since 2017-02-03
  • TX RA
    APPROVED
    Since 2017-02-03

Branch Locations

914 Park Ave Ste B, Marco Island, FL 34145 • United States

Naples, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Private Bank, National Association New York NY 01/2015 02/2017
Morgan Stanley Smith Barney Llc Marco Island FL 03/2014 02/2017
Ameriprise Financial Services Inc Marco Island FL 02/2017 03/2020
Ameriprise Financial Services, Llc Marco Island FL 03/2020 Present
  • 01/2015 → 02/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 03/2014 → 02/2017
    Morgan Stanley Smith Barney Llc
    Marco Island, FL
  • 02/2017 → 03/2020
    Ameriprise Financial Services Inc
    Marco Island, FL
  • 03/2020 → Present
    Ameriprise Financial Services, Llc
    Marco Island, FL
Previous Registrations
  • 2009-06-01 → 2017-02-09
    Morgan Stanley
    Marco Island, FL
    Riverwoods, IL
    Deerfield, IL
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Riverwoods, IL
  • 2005-05-18 → 2007-04-02
    Morgan Stanley Dw Inc.
    Northbrook, IL
    Northbrook, IL
    Riverwoods, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-05-17
S63 Uniform Securities Agent State Law Examination 2000-11-02
  • S65 Uniform Investment Adviser Law Examination
    2005-05-17
  • S63 Uniform Securities Agent State Law Examination
    2000-11-02
Other Names
  • Bradley S. Bersh
  • Brad S Bersh
  • Brad Stuart Bersh

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · Marco Island, FL
EDWARD JONES · Marco Island, FL
CONNECTICUT WEALTH MANAGEMENT, LLC · Marco Island, FL
CHARLES SCHWAB & CO., INC. · Marco Island, FL
CHARLES SCHWAB & CO., INC. · Marco Island, FL
MORGAN STANLEY · Marco Island, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MARCO ISLAND, FL
CLEARSHARES LLC · MARCO ISLAND, FL

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