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Tarik Salim Turner

Bernstein Institutional Services LLC

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About Tarik Salim Turner

Tarik Salim Turner is an investment advisor representative for Bernstein Institutional Services LLC. He has been in the financial services industry for over 18 years and has a broad range of experience. Tarik has held previous positions at Sanford C. Bernstein & Co., LLC, Cantor Fitzgerald & Co., Macquarie Capital (USA) Inc., Ticonderoga Securities LLC, Soleil Securities Corporation, FBR Capital Markets & Co., and Bear, Stearns & Co. Inc. Tarik is registered to provide investment advice in all 50 states and the District of Columbia. He has passed the Series 7, Series 55, Series 57TO, and SIE exams. Tarik's areas of expertise include financial planning, investment management, and educational seminars.

Firm Information

Tarik Turner is currently registered with Bernstein Institutional Services LLC. Bernstein Institutional Services LLC is a Limited Liability Company registered with the SEC and in all 50 states, plus Puerto Rico and the Virgin Islands. The firm was formed on October 15, 2021, and has 227 registered representatives and 85 investment advisory functions. Bernstein Institutional Services LLC provides educational seminars and publishes periodicals, and offers a range of advisory services.
Bernstein Institutional Services LLC

245 PARK AVE

NEW YORK, NY 10167

Not reported

Assets Under Management

Not reported

Total Clients

152

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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Tarik Turner’s Registration & Firm History

NY

03/29/2024 - Present

Bernstein Institutional Services LLC (NEW YORK NY)

NY

10/19/2020 - 03/29/2024

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

NY

01/22/2018 - 10/08/2020

CANTOR FITZGERALD & CO. (NEW YORK NY)

NY

03/27/2012 - 11/10/2017

MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)

NY

07/28/2010 - 01/31/2012

TICONDEROGA SECURITIES LLC (NEW YORK NY)

NY

07/06/2011 - 10/19/2011

SOLEIL SECURITIES CORPORATION (NEW YORK NY)

NY

02/23/2005 - 07/29/2010

FBR CAPITAL MARKETS & CO. (NEW YORK NY)

NY

11/01/2004 - 02/23/2005

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

11/01/2004 - 02/23/2005

BEAR, STEARNS SECURITIES CORP. (BROOKLYN NY)

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Licenses & Designations

BC

Issued 03/31/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2015

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/27/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX PEARL, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Tarik Salim Turner.
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