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David Bernacchia

Steward Partners Investment Advisory, LLC

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About David Bernacchia

David Bernacchia is an Investment Advisor Representative with Steward Partners Investment Advisory, LLC, licensed to provide investment advisory services in New York and Texas. David has been in the financial services industry since 1987 and has previously worked at UBS Financial Services Inc., Raymond James Financial Services, Inc., and Morgan Stanley & Co. Incorporated. David specializes in financial planning, portfolio management for individuals, and selection of other advisors. David has a strong track record of success in helping clients achieve their financial goals.

Firm Information

David Bernacchia is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisory firm with approximately $20.43 billion in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Steward Partners Investment Advisory, LLC has 354 registered representatives and serves a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. They are headquartered in New York, NY.
Steward Partners Investment Advisory, LLC

140 E. 45TH STREET

NEW YORK, NY 10017

$20.43B

Assets Under Management

21,758

Total Clients

356

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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David Bernacchia’s Registration & Firm History

NY

12/06/2017 - Present

Steward Partners Investment Advisory, LLC (NEW YORK NY)

NY

11/30/2017 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)

NY

11/21/2008 - 12/10/2017

UBS FINANCIAL SERVICES INC. (NEW YORK NY)

NY

04/02/2007 - 11/25/2008

MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)

NY

02/15/2000 - 04/02/2007

MORGAN STANLEY DW INC. (WHITE PLAINS NY)

NJ

09/02/1993 - 02/23/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

07/31/1993 - 10/01/1993

SMITH BARNEY SHEARSON INC. (NEW YORK NY)

NY

08/20/1990 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

10/03/1989 - 08/21/1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

04/13/1987 - 09/09/1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/03/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/25/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 03/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Bernacchia. Review regulatory record here.
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