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Michael Bernstein

Lionshead Wealth Management, LLC

New York, NY

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Current Employers
Lionshead Wealth Management, Llc

250 West 55Th Street 17Th Floor, New York, NY 10019 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-04-09
NY RA APPROVED 2023-09-11
  • NJ RA
    APPROVED
    Since 2025-04-09
  • NY RA
    APPROVED
    Since 2023-09-11

Branch Locations

250 West 55Th Street 17Th Floor, New York, NY 10019 • 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
Lionshead Wealth Management, Llc New York NY 09/2023 Present
University Of Miami Coral Gables FL 08/2016 05/2020
Brightscape Investors Miami FL 05/2018 04/2019
Investor Solutions Coconut Grove FL 06/2019 10/2019
Equinox Miami FL 06/2020 04/2021
Noble Financial Group Wakefield MA 05/2021 08/2023
  • 09/2023 → Present
    Lionshead Wealth Management, Llc
    New York, NY
  • 08/2016 → 05/2020
    University Of Miami
    Coral Gables, FL
  • 05/2018 → 04/2019
    Brightscape Investors
    Miami, FL
  • 06/2019 → 10/2019
    Investor Solutions
    Coconut Grove, FL
  • 06/2020 → 04/2021
    Equinox
    Miami, FL
  • 05/2021 → 08/2023
    Noble Financial Group
    Wakefield, MA
Designations

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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