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Justin P Bernier

Investment adviser representative at Integrated Advisors Network LLC
14 yearsExperience
3 statesRegistered in
$5.5BFirm assets
11 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 assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

14 years in the industry.

  1. Integrated Advisors Network, LLCJan 2021 to now
  2. All Source Investment ManagementJan 2021 to now
  3. Morgan Stanley Private Bank, National AssociationJan 2015 to Jan 2021
  4. Morgan Stanley Wealth ManagementDec 2012 to Jan 2021

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 3 states (CT, TX, VA).

Integrated Advisors Network LLC

$5.5BAssets managed
7,612Clients
79Advisers
11 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
6146026
Firm CRD
171991
Advisor's SEC record (opens in a new tab)
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