Ryan Bernstine

Current Employers

Employment History

• 09/2025 → Present
  Hermitage Wealth Management, Inc.
  Richmond, VA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Richmond, VA
• 01/2014 → Present
  Hermitage Country Club
  Manakin Sabot, VA
• 09/2023 → 09/2025
  Osaic Wealth, Inc.
  Richmond, VA

Other Businesses

1. HERMITAGE COUNTRY CLUB POSITION: Tennis Teaching Pro NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 1248 Hermitage Rd, Manakin Sabot VA 23103, United States DESCRIPTION: I teach group tennis clinics as well as private tennis lessons. 2. RYAN BERNSTINE POSITION: Insurance Broker NATURE: Insurance Broker INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 09/25/2023 ADDRESS: 3761 Westerre Parkway, Richmond VA 23233, United States DESCRIPTION: Hermitage Wealth Management is the name I use to conduct and market my business. 3. Capitol Financial Solutions POSITION: Associate NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 09/25/2023 ADDRESS: 8816 Six Forks Rd Suite 301, Raleigh North Carolina 27615 DESCRIPTION: Capitol Financial Solutions is the entity that pays my salary for the work I marked under another brand name. 4. Hermitage Wealth Management POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 09/25/2023 ADDRESS: 3761 Westerre Parkway, Suite G, Richmond VA 23233 DESCRIPTION: I assist Cory Hoffer and Russell Munn with their business, including scheduling meetings and other administrative duties. I am also building my own book of business through selling securities and providing investment advice. 5. Hermitage Wealth POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2025 ADDRESS: 3761 Westerre Parkway, Suite G, Richmond VA 23233 DESCRIPTION: Provide investment advice to outside parties and maintain administration and compliance duties within the independent RIA.

Exams

• S66 Uniform Combined State Law Examination
  2024-03-27