Nicholas Stuart Bernhardt
Investment adviser representative at Align Advisor Group, LLC
17 yearsExperience
1 stateRegistered in
$127.5MFirm assets
1 yearFirm in business
Are you Nicholas Stuart Bernhardt? 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 assetsSubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Align Advisor Group, LLCSep 2025 to now
- Berkshire Hathaway Home ServicesMay 2009 to now
- LPL FinancialOct 2012 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Align Advisor Group, LLC
$127.5MAssets managed
210Clients
2Advisers
1 yearIn 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
- 6126671
- Firm CRD
- 336638