Bernard Leo Caniff

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1987 → Present
  Caniff & Assoc
  Lynnfield, MA
• 09/1994 → Present
  Peabody Monofill Assoc
  Lynnfield, MA
• 01/2008 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Previous Registrations

• 2001-11-04 → 2008-01-08
  U.S. Financial Advisors
  Lynnfield, MA

Other Businesses

1. CANIFF & ASSOCIATES OR BERNARD L. CANIFF JR. OWNER, SINCE 1987, TAX PREPARTATION/VALLATION ANALYSIS, 120 HRS. MO., 100 HRS. MO DURING SECURITIES TRADING. 2. Kernwood Country Club, since 5/19/2026, 1 Kernwood St., Salem, MA 01970. Board Member, Officer, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S66 Uniform Combined State Law Examination
  2001-09-10

Designations

• Personal Financial Specialist

Other Names

• Bernard Leo Caniff
• Bernie Caniff