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Gary Bruce Berdoff

Northstar Fiduciary Partners, LLC

East Brunswick, NJ

East Brunswick, NJ

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Current Employers
Northstar Fiduciary Partners, Llc

East Brunswick, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-02-14
  • NJ RA
    APPROVED
    Since 2024-02-14

Branch Locations

East Brunswick, NJ • United States

East Brunswick, 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
OrganizationCityStateFromTo
Acuity Wealth Managment Hopewell NJ 09/2013 08/2018
Millennium Investment & Retirement Charlotte NC 01/2019 08/2023
Millennium Investment & Retirement Charlotte NC 10/2018 01/2019
Northstar Fiduciary Partners, Llc. Cleveland OH 08/2023 Present
  • 09/2013 → 08/2018
    Acuity Wealth Managment
    Hopewell, NJ
  • 01/2019 → 08/2023
    Millennium Investment & Retirement
    Charlotte, NC
  • 10/2018 → 01/2019
    Millennium Investment & Retirement
    Charlotte, NC
  • 08/2023 → Present
    Northstar Fiduciary Partners, Llc.
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-01
S63 Uniform Securities Agent State Law Examination 1986-04-28
  • S65 Uniform Investment Adviser Law Examination
    2006-12-01
  • S63 Uniform Securities Agent State Law Examination
    1986-04-28

View on SEC IAPD

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