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Marc David Bernstein

Oneseven

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About Marc David Bernstein

Marc Bernstein is a financial advisor with over 17 years of experience in the industry. Marc has a Series 6, Series 63, and Series 65 licenses and holds a current registration as an Investment Advisor Representative for Oneseven. Marc is a member of the team at Oneseven, a registered investment advisor located in Beachwood, Ohio. Marc specializes in portfolio management, financial planning, and pension consulting.

Firm Information

Marc Bernstein is currently registered with Oneseven. Oneseven is a financial advisor based in BEACHWOOD, OH. The firm offers a range of financial planning services, including pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Oneseven manages approximately $3.68 billion in assets for high-net-worth individuals, corporations, and other clients. They also have a strong presence online, with websites and social media accounts across various platforms.
Oneseven

24400 CHAGRIN BLVD.

BEACHWOOD, OH 44122

$3.68B

Assets Under Management

27

Total Clients

65

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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other

Solicitors' fees for referrals to other money managers

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Marc Bernstein’s Registration & Firm History

NY

07/19/2022 - Present

Oneseven (Clarence Center NY)

NY

08/18/2004 - 12/01/2017

MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)

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Licenses & Designations

IA

Issued 12/16/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/19/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marc David Bernstein.
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