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Andrea Margaret Bernard

Oneseven

Tampa, FL

Trinity, FL

Beachwood, OH

CRD 6919527

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Employer firm

Oneseven CRD 283087

$7.72B regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Oneseven

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-05
  • FL RA
    APPROVED
    Since 2026-08-05

Branch Locations

3325 W. Bearss Avenue, Tampa, FL 33618 • United States

Trinity, FL • United States

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • 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
Unemployed Elizabeth City NC 07/2016 11/2016
Long & Foster Real Estate Elizabeth City NC 12/2016 11/2017
Unemployed Elizabeth City NC 12/2017 01/2018
Towne Wealth Management Elizabeth City NC 02/2018 05/2019
Unemployed Tampa FL 05/2019 11/2019
Oneseven Beachwood OH 11/2019 07/2026
Structure Wealth Management, Llc Tampa FL 07/2026 Present
  • 07/2016 → 11/2016
    Unemployed
    Elizabeth City, NC
  • 12/2016 → 11/2017
    Long & Foster Real Estate
    Elizabeth City, NC
  • 12/2017 → 01/2018
    Unemployed
    Elizabeth City, NC
  • 02/2018 → 05/2019
    Towne Wealth Management
    Elizabeth City, NC
  • 05/2019 → 11/2019
    Unemployed
    Tampa, FL
  • 11/2019 → 07/2026
    Oneseven
    Beachwood, OH
  • 07/2026 → Present
    Structure Wealth Management, Llc
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-10
  • S66 Uniform Combined State Law Examination
    2026-06-10
Other Names
  • Andrea Lawlor
  • Andrea Bernard

View on SEC IAPD

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