Rhonda Bernier
Investment adviser representative at Savior Wealth
15 yearsExperience
1 stateRegistered in
$140.2MFirm assets
7 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Savior WealthMar 2024 to now
- Parent & Bernier, Inc.Jan 2011 to now
- The Patriot Financial GroupSep 2020 to Sep 2023
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Savior Wealth
Legal name: Savior LLC
$140.2MAssets managed
218Clients
5Advisers
7 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
- 7295934
- Firm CRD
- 299178