Richard E Berse

Current Employers

Northstar Financial Advisors, Inc.

Delray Beach, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-10-10
NJ	RA	APPROVED	2025-10-10
TX	RA	APPROVED_RES	2014-04-07

FL RA
APPROVED

Since 2025-10-10
NJ RA
APPROVED

Since 2025-10-10
TX RA
APPROVED_RES

Since 2014-04-07

Branch Locations

North Caldwell, NJ • 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

Organization	City	State	From	To
Northstar Financial Advisors, Inc.	North Caldwell	NJ	09/1998	Present
Richard E Berse, Cpa, Pa	North Caldwell	NJ	08/2002	Present

09/1998 → Present

Northstar Financial Advisors, Inc.

North Caldwell, NJ
08/2002 → Present

Richard E Berse, Cpa, Pa

North Caldwell, NJ

Other Businesses

RICHARD E BERSE, CPA, PC NON INVESTMENT-RELATED 46 BEACHMONT TERRACE NORTH CALDWELL, NJ 07006 PUBLIC ACCOUNTING PRESIDENT SINCE 1982 ABOUT 125 HOURS PER MONTH ABOUT 4 HOURS DURING SECURITIES TRADING TAX & PLANNING PRACTICE

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-11-20

S65 Uniform Investment Adviser Law Examination

2023-11-20

Other Names

Richard Berse

View on SEC IAPD