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Spencer Mitchell Bernstein

Scenic Advisement

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About Spencer Mitchell Bernstein

Spencer Mitchell Bernstein is a registered representative with Scenic Advisement. Spencer is licensed to sell securities in 17 states and holds the Series 63, Series 7TO and SIE licenses. Spencer joined Scenic Advisement on January 10, 2024. Spencer has been in the financial services industry for 9 days.

Firm Information

Spencer Bernstein is currently registered with Scenic Advisement. Scenic Advisement is a Limited Liability Company formed in 2013 and registered in 17 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

4

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.

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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Spencer Bernstein’s Registration & Firm History

CA

01/10/2024 - Present

Scenic Advisement (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 10/14/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/09/2024

Series 7TO - General Securities Representative Examination

BC

Issued 08/07/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Spencer Mitchell Bernstein.
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