Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bernacchia is an investment advisor representative registered with Steward Partners Investment Advisory, LLC. David has been in the financial services industry since 1987 and has experience with several firms, including UBS Financial Services Inc., Raymond James Financial Services, Inc., and Morgan Stanley & Co. Incorporated. David is licensed in several states including New York, Texas, and others. David is a registered investment advisor in New York and Texas. David has a strong commitment to providing personalized financial advice to his clients. David specializes in providing financial planning and investment management services to high-net-worth individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
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)
IA
Issued 7/3/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/27/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 3/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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