Bernadette Cecelia Smith
CFP®Professional Summary
Bernadette Cecelia Smith, CFP®, who also goes by Bernadette Cecelia Eyler, Bernadette Cecilia Eyler, was a registered financial advisor. Bernadette was a previously registered financial professional and started their career in finance 1985 - 2022. Bernadette had worked at 2 firms and has passed the Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bernadette Cecelia Eyler, Bernadette Cecilia Eyler
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
41 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
4RIVERS WEALTH MANAGEMENT LLC
Contact Information
Main Address
Foster Plaza 5, Suite 540 651 Holiday Drive, Pittsburgh, PA 15220Phone Number
(412) 474-2000# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
300AUM (Assets Under Management)
$88,917,413Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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