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Adam Parker Bernstein

Vanderbilt Securities, LLC

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About Adam Parker Bernstein

Adam Bernstein is a registered representative of Vanderbilt Securities, LLC in Edison, NJ. Adam has been working in the securities industry since November 3, 2015, and holds the Series 7 and SIE licenses. Previously, Adam was employed with TRIAD ADVISORS, INC. in Edison, NJ.

Firm Information

Adam Bernstein is currently registered with Vanderbilt Securities, LLC. Vanderbilt Securities, LLC is a Limited Liability Company that was formed on December 5, 2001. The firm is registered in 51 states and the SEC and is approved to operate in all of them.

Not reported

Assets Under Management

Not reported

Total Clients

52

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Adam Bernstein’s Registration & Firm History

NJ

06/16/2017 - Present

Vanderbilt Securities, LLC (Edison NJ)

NJ

11/04/2015 - 06/16/2017

TRIAD ADVISORS, INC. (Edison NJ)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Parker Bernstein.
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