Christine Allison Bernert

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-19
TX	RA	APPROVED	2019-06-04
CT	RA	APPROVED	2019-05-30

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	08/2018	Present
Helms Bros Mercedes Benz	Bayside	NY	10/2016	08/2018
Leonard's Palazzo	Great Neck	NY	07/2016	10/2016
Queens College	Flushing	NY	08/2014	06/2018

08/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
10/2016 → 08/2018

Helms Bros Mercedes Benz

Bayside, NY
07/2016 → 10/2016

Leonard's Palazzo

Great Neck, NY
08/2014 → 06/2018

Queens College

Flushing, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-05-23

Nearby Firms