Scott Bernstiel
Scott Bernstiel is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Windsor, NJ, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1386 Route 130, Windsor, NJ, 08561
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2000Other Business ActivitiesSells Insurance
Scott supervises the treasurer for Notre Dame High School Lacrosse, overseeing the collection of money from parents, dedicating minimal time. He also supervises life insurance sales and service through Specific Solutions, spending a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Raymond James Financial Services, INC.Broker
Dws Distributors, INC.Broker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Van Kampen Funds INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Eq Financial Consultants, INC.Broker
Westfield Financial CorporationBroker
Thomas James Associates, INC.Broker
Westfield Financial CorporationBroker
Hibbard Brown & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.