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Marc J Bernstein

Diversify Advisory Services, LLC

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About Marc J Bernstein

Marc Bernstein is a financial professional with over 39 years of experience in the industry. Marc is currently registered with Diversify Advisory Services, LLC and holds licenses in various states. Marc's experience includes working for HORNOR, TOWNSEND & KENT, LLC, NEW ENGLAND SECURITIES, METLIFE SECURITIES INC. and PRUCO SECURITIES CORPORATION.

Firm Information

Marc Bernstein is currently registered with Diversify Advisory Services, LLC. Diversify Advisory Services, LLC is a registered investment advisor headquartered in Sandy, UT, with a strong focus on providing comprehensive financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension plans. The firm, with over 81 licensed agents and 127 registered representatives, manages over $2.8 billion in assets and offers various advisory services, including financial planning, selection of other advisors, and portfolio management for businesses and individuals.
Diversify Advisory Services, LLC

9017 S RIVERSIDE DR.

SANDY, UT 84070

$2.87B

Assets Under Management

30

Total Clients

106

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Marc Bernstein’s Registration & Firm History

UT

06/24/2024 - Present

Diversify Advisory Services, LLC (SANDY UT)

PA

01/22/2015 - 10/27/2022

HORNOR, TOWNSEND & KENT, LLC (CONSHOHOCKEN PA)

PA

03/06/1986 - 01/08/2015

NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)

PA

05/30/2012 - 12/10/2014

METLIFE SECURITIES INC. (PLYMOUTH MEETING PA)

NA

08/31/1984 - 02/10/1986

PRUCO SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 05/31/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/1986

Series 7 - General Securities Representative Examination

BC

Issued 08/30/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Marc J Bernstein. Review regulatory record here.
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