Marc David Bernstein
Investment adviser representative at Oneseven
22 yearsExperience
1 stateRegistered in
$7.7BFirm assets
10 yearsFirm in business
Are you Marc David Bernstein? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- OnesevenJul 2022 to now
- Mgo One Seven LLC dba Stone Creek Advisors, LLCJul 2022 to now
- Sandhill Investment ManagementNov 2017 to Jul 2022
- Manning & Napier Advisors, LLCJun 2004 to Nov 2017
- Manning & Napier Investor Services, Inc.Jun 2004 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (NY).
Oneseven
Legal name: Mgo One Seven LLC
$7.7BAssets managed
16,335Clients
113Advisers
10 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
- 4821898
- Firm CRD
- 283087