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Marc David Bernstein

Oneseven

Clarence Center, NY

Beachwood, OH

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Current Employers
Oneseven

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-07-19
  • NY RA
    APPROVED
    Since 2022-07-19

Branch Locations

Clarence Center, NY • United States

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • 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
Manning & Napier Investor Services, Inc. Fairport NY 06/2004 11/2017
Manning & Napier Advisors, Llc Fairport NY 06/2004 11/2017
Sandhill Investment Management Buffalo NY 11/2017 07/2022
Mgo One Seven Llc Dba Stone Creek Advisors, Llc Clarence Center NY 07/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-12-16
S63 Uniform Securities Agent State Law Examination 2004-07-19
  • S65 Uniform Investment Adviser Law Examination
    2004-12-16
  • S63 Uniform Securities Agent State Law Examination
    2004-07-19

View on SEC IAPD

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