Berni Marie Stevens

Employer firm

Independent Advisor Alliance, LLC CRD 168267

$17.2B regulatory AUM 533 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2015 → 05/2017
  Morgan Stanley
  West Chester, PA
• 05/2015 → 05/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 05/2017 → Present
  Trunorth Divorce Solutions, Llc
  Annapolis, MD
• 02/2025 → Present
  Independent Advisor Alliance
  Charlotte, NC

Previous Registrations

• 2015-04-20 → 2017-04-19
  Morgan Stanley
  Newtown Square, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-12
• S66 Uniform Combined State Law Examination
  2015-04-20

Other Names

• Berni Stevens Mcmanus
• Bernice Stevens Smith
• Bernice Stevens Hodson
• Bernice Marie Stefanowicz