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Christopher Paul Bernard

BCS Private Wealth Management

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About Christopher Paul Bernard

Christopher Bernard is a financial advisor with over 15 years of experience in the financial services industry. Currently, Christopher is a Registered Representative with BCS Private Wealth Management. Christopher specializes in financial planning and portfolio management for individuals, high-net-worth individuals, and businesses. Christopher holds a Series 7, Series 66 and SIE licenses and is also a Certified Financial Planner and a Chartered Financial Analyst. Christopher has previously worked at Western International Securities, Inc and UBS Financial Services Inc.

Firm Information

Christopher Bernard is currently registered with BCS Private Wealth Management. BCS Private Wealth Management is a registered investment advisor headquartered in Rumson, NJ. The firm manages $339,859,135 in assets for 509 clients, primarily high-net-worth individuals, corporations, and charitable organizations. The firm offers financial planning and portfolio management services.
BCS Private Wealth Management

47 WEST RIVER ROAD

RUMSON, NJ 07760

$339.86M

Assets Under Management

1

Total Clients

5

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Bernard’s Registration & Firm History

NJ

04/17/2015 - Present

BCS Private Wealth Management (RUMSON NJ)

NJ

06/12/2009 - 09/02/2015

WESTERN INTERNATIONAL SECURITIES, INC. (ATLANTIC HIGHLANDS NJ)

NY

03/30/2007 - 07/02/2009

UBS FINANCIAL SERVICES INC. (NEW YORK NY)

NY

12/13/2004 - 01/25/2007

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/30/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Paul Bernard.
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