JB
JB

Jeffrey Bernstein

10 Years of Experience
Armonk, NY
Broker

Jeffrey Bernstein is a registered investment advisor, based in Armonk, NY, with 10 years of industry experience.

Location

4 Miller Circle, Armonk, NY, 10504

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeffrey is a Partner and Chief Compliance Officer at Silverberg Bernstein Capital Management, LLC. He works about full-time as an investment advisor, analyst, portfolio manager, and head of compliance.

Employment History
Current Registrations
Beech Hill Securities, INC.
July 2023 - Present · 2 yrs 10 mos
Beech Hill Securities, INC.Broker
July 2023 - Present · 2 yrs 10 mos
Silverberg Bernstein Capital Management
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Cowen and CompanyBroker
August 2021 - August 2023 · 2 yrs
Cowen Prime Advisors LLC
July 2021 - August 2023 · 2 yrs 1 mo
Concept Capital Markets, LLC
February 2021 - March 2011 · 0 mos
Concept Capital Markets, LLC
June 2018 - March 2011 · 0 mos
Concept Capital Markets, LLC
March 2018 - March 2011 · 0 mos
Concept Capital Markets, LLC
March 2018 - March 2011 · 0 mos
Concept Capital Markets, LLC
February 2018 - March 2011 · 0 mos
Concept Capital Markets, LLC
February 2018 - March 2011 · 0 mos
Concept Capital Markets, LLC
February 2018 - March 2011 · 0 mos
Concept Capital Markets, LLC
February 2018 - March 2011 · 0 mos
Concept Capital Markets, LLC
February 2018 - March 2011 · 0 mos
Concept Capital Markets, LLC
January 2018 - March 2011 · 0 mos
Cowen Prime Services LLCBroker
July 2015 - February 2022 · 6 yrs 7 mos
State Registrations16 states
CACOCTDCFLMAMDNHNJNMNVNYOHPATNWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jeffrey Bernstein - Financial Advisor | TrueAdvisor