Nicholas Anthony Bernardo

Current Employers

Employment History

• 06/2016 → 09/2017
  Platinum Wealth Partners D/B/A Bernardo Wealth Planning
  Harleysville, PA
• 06/2016 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2017 → Present
  Bernardo Wealth Planning Llc
  Harleysville, PA

Previous Registrations

• 2016-08-05 → 2017-11-13
  Platinum Wealth Partners
  Skippak, PA
  Tampa, FL
• 2009-06-01 → 2016-06-30
  Morgan Stanley
  Blue Bell, PA
  Blue Bell, PA
• 2009-01-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Blue Bell, PA
• 2007-05-04 → 2009-01-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Blue Bell, PA

Other Businesses

1. Bernardo Wealth Planning-Investment related- Harleysville, PA 19438-RIA- Financial Advisor- 6/2016-40 hrs/mth-100% during trading hrs- Financial planning for clients, manages the firm. 2. INS Venture LLC-Not investment related- 962 Gallery Drive, Schwenksville, PA 19473- Real Estate- Owner- 3/2015-3 hrs/mth-0 during trading hrs-Real Estate Development-Develops real estate. 3. 414 Property Group-Not Investment related-962 Gallery Drive, Schwenksville, PA 19473-Real Estate-Partner-1/2015-3 hrs/mth-0 during trading hrs- Real Estate Investments-Rental real estate. 4. FGTG Development Group, LLC - Not Investment Related - Real Estate - Partner - 3 hrs/mth - 0 during trading hrs - real estate investment firm. 5. B Capital GP, LLC - Investment Related - General Partner for Private Funds - 40 hrs/mth - 100% during trading hrs - Harleysville, PA - partner. 6. Insurance - Not Investment Related - 40 hrs/mth - 100% during trading hrs - Harleysville, PA - agent - works with individuals on insurance needs - paid by commissions. 7. OnBord - Harleysville, PA - 3 hrs/mth - 0 during trading hrs - Partner - development of technology products.

Exams

• S66 Uniform Combined State Law Examination
  2007-05-03

Designations

Other Names

• Nicholas Bernardo