Steven Harold Berner

Current Employers

Employment History

• 11/2010 → 01/2020
  Morgan Stanley Smith Barney
  Birmingham, MI
• 01/2020 → Present
  Kmg Fidiuciary Partners
  Birmingham, MI
• 05/2026 → Present
  Fortis Capital Advisors, Llc
  Prairie Village, KS

Previous Registrations

• 2020-01-17 → 2026-05-12
  Kmg Fiduciary Partners, Llc
  Birmingham, MI
  Toledo, OH
• 2010-11-05 → 2020-01-21
  Morgan Stanley
  Birmingham, MI
• 2006-11-29 → 2010-11-12
  Ubs Financial Services Inc.
  Farmington Hill, MI
  Farmington Hills, MI

Other Businesses

1) Puckmasters | Owner | Start Date 07/01/2015 | Non-investment related | Wixon, MI | Business provided specialized hockey lessons to kids and young adults | Silent partner | 1 hour/month ; 1 hour during market hours 2) Nod To The Elders, LLC, investment related, Dexter, MI, co-owner, hunting property, start 2016, 0 hours during trading hours. 3) KMB Ventures, investment related, 6035 Wild Ivy Ct. Sylvaia, OH 43560, real estate, member, 1 hours per month not during trading hours, start 02/2026 4) Berner Rental Property, Investment-related, 181 Lawn Ave Shavertown, PA 18708, Nature: Residential rental property, Position/Title: Co-owner (with spouse), Start Date: 09/01/2026, Hours/Month: 0, Hours During Trading: 0 5) Plesko Trust, Investment-Related, 6612 Surfside Blvd Unit A, Apollo Beach FL 33572, Nature: Family trust / Fiduciary position, Position/Title: Trustee, Start Date: 08/2026, Hours/Month: 1 hour, Hours During Trading: 1 hourDuties: Acting as trustee. Duties include general oversight, administrative tasks, and fiduciary management of trust assets.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-21
• S63 Uniform Securities Agent State Law Examination
  1993-10-01

Designations