Bernard Neal Ackerman

Employer firm

Bna Wealth CRD 39326

$620M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
ESTATE PLANNING

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

Current Employers

Bna Wealth

596 Herrons Ferry Road Suite 300, Rock Hill, SC 29730 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2017-02-24

SC RA
APPROVED

Since 2017-02-24

Branch Locations

596 Herrons Ferry Road Suite 300, Rock Hill, SC 29730 • 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
Bernard N Ackerman Cpa Pa	Rock Hill	SC	12/1977	Present
Consolidated Investment Advisors Llc	Charlotte	NC	07/1998	04/2022
Bna Wealth	Rock Hill	SC	04/2022	Present

12/1977 → Present

Bernard N Ackerman Cpa Pa

Rock Hill, SC
07/1998 → 04/2022

Consolidated Investment Advisors Llc

Charlotte, NC
04/2022 → Present

Bna Wealth

Rock Hill, SC

Previous Registrations

2011-03-10 → 2022-04-29

Consolidated Investment Advisors Llc

Rock Hill, SC

Other Businesses

BERNARD N. ACKERMAN, CPA, PA, CPA FIRM NON-INVEST 596 Herrons Ferry Road, Suite 500 PRESIDENT AND SOLE STOCKHOLDER, PRIMIARY OCCUPATION, 160 HOURS PER MONTH DUITIES CONSIST OF TAX PLANNING, TAX RETURN PREPARATION, FINANCIAL STATEMENT PREPARATION, GENERAL BUSINESS ADVICE. CORPORATION ESTABLISHED IN 1977.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-09-09
S63	Uniform Securities Agent State Law Examination	1999-07-26

S65 Uniform Investment Adviser Law Examination

1999-09-09
S63 Uniform Securities Agent State Law Examination

1999-07-26

Designations

Certified Financial Planner

Other Names

Bernie Ackerman

View on SEC IAPD