Bernard Aaron Surovsky
Investment adviser representative at Measured Risk Portfolios
24 yearsExperience
4 statesRegistered in
$597.2MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Measured Risk Portfolios, Inc.Jul 2012 to now
- d/b/a Kingsroad Financial & Insurance ServicesJul 2002 to now
- Independent Financial GroupFeb 2007 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, TX, WA).
Measured Risk Portfolios
Legal name: Measured Risk Portfolios, Inc.
$597.2MAssets managed
812Clients
6Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2750659
- Firm CRD
- 141422