Gary B. Berdoff

NORTHSTAR FIDUCIARY PARTNERS

EAST BRUNSWICK, NJ

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CRD#: 1401600

Professional summary

Gary Bruce Berdoff is a registered financial advisor currently at NORTHSTAR FIDUCIARY PARTNERS, LLC located in East Brunswick, New Jersey.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Gary has worked at 22 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Bruce Berdoff's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 31, 2023 - Present

NORTHSTAR FIDUCIARY PARTNERS, LLC

RIA

CRD#: 284994

EAST BRUNSWICK, NJ

Past

February 15, 2019 - August 17, 2023

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

RIA

CRD#: 117868

East Brunswick, NJ

Past

October 28, 2013 - August 10, 2018

ACUITY WEALTH MANAGEMENT, LLC

RIA

CRD#: 168662

HOPEWELL, NJ

Past

August 16, 2012 - August 28, 2013

OPTIMAL CAPITAL ADVISORS, LLC

RIA

CRD#: 144719

TRAVERSE CITY, MI

Past

July 19, 2011 - May 2, 2012

MORGAN STANLEY

RIA

CRD#: 149777

NEW BRUNSWICK, NJ

Past

July 19, 2011 - May 2, 2012

MORGAN STANLEY

CRD#: 149777

NEW BRUNSWICK, NJ

Past

February 5, 2010 - June 7, 2011

ASCENSUS FINANCIAL SERVICES, LLC.

CRD#: 147257

EAST WINDSOR, NJ

Past

January 4, 2010 - January 13, 2010

LINCOLN INVESTMENT

RIA

CRD#: 519

CRANFORD, NJ

Past

December 22, 2009 - January 13, 2010

LINCOLN INVESTMENT

CRD#: 519

CRANFORD, NJ

Past

March 30, 2007 - March 20, 2008

USI SECURITIES, INC.

CRD#: 43793

BRIARCLIFF MANOR, NY

Past

December 4, 2006 - January 17, 2007

VALLEY FORGE ASSET MANAGEMENT, LLC

RIA

CRD#: 7438

WILMINGTON, DE

Past

August 16, 2006 - October 6, 2006

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150

NEW BRIGHTON, PA

Past

May 3, 1999 - August 3, 2005

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

February 11, 1998 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

June 13, 1996 - November 10, 1997

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

June 13, 1996 - November 10, 1997

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

July 7, 1994 - March 12, 1996

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

September 4, 1990 - September 18, 1990

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

September 4, 1990 - March 12, 1996

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

August 10, 1989 - September 4, 1990

PRESCOTT, BALL & TURBEN, INC.

CRD#: 7656

Past

February 22, 1989 - September 6, 1989

COMMONWEALTH ASSOCIATES

CRD#: 20833

NEW YORK, NY

Past

October 20, 1988 - February 24, 1989

ROBYNS CAPITAL CORP.

CRD#: 19980

Past

May 3, 1988 - October 31, 1988

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Past

November 25, 1986 - February 10, 1988

L. F. ROTHSCHILD & CO. INCORPORATED

CRD#: 501

Past

April 25, 1986 - June 19, 1986

ROONEY, PACE INC.

CRD#: 6218

Past

August 20, 1985 - April 28, 1986

BROOKS WEINGER ROBBINS & LEEDS INC.

CRD#: 14156

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NORTHSTAR FIDUCIARY PARTNERS, LLC

EFS INVESTMENT ADVISORS LLC | NORTHSTAR FIDUCIARY PARTNERS, LLC | JG INVESTMENT ADVISORS LLC

CRD#: 284994 / SEC#: 801-129423

RIA

Registered Investment Advisory firm - (1/25/2024 Approved)

Ohio

Registered Investment Advisory firm - (11/7/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/4/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(2/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/1/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/28/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/17/1985

General Securities Representative Examination

Current Firm

NORTHSTAR FIDUCIARY PARTNERS, LLC

EFS INVESTMENT ADVISORS LLC | NORTHSTAR FIDUCIARY PARTNERS, LLC | JG INVESTMENT ADVISORS LLC

CRD#: 284994 / SEC#: 801-129423

RIA

Registered Investment Advisory firm - (1/25/2024 Approved)

Ohio

Registered Investment Advisory firm - (11/7/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/4/2024 Terminated)

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Contact information

Main Address

East Brunswick, NJ

Mailing Address

Phone number

(732) 322-2570

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NORTHSTAR FIDUCIARY PARTNERS LLC FORM ADV PART 2A DTD 02-01 2025 (2/19/2025)

Regulatory assets under management

Total Number of Accounts	153
AUM (Assets Under Management)	$ 1,145,519,500

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Gary B. Berdoff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Bruce Berdoff's CRS (Customer Relationship Summary).

Certified licenses

Experience

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

ACUITY WEALTH MANAGEMENT, LLC

OPTIMAL CAPITAL ADVISORS, LLC

MORGAN STANLEY

MORGAN STANLEY

ASCENSUS FINANCIAL SERVICES, LLC.

LINCOLN INVESTMENT

LINCOLN INVESTMENT

USI SECURITIES, INC.

VALLEY FORGE ASSET MANAGEMENT, LLC

FORTUNE FINANCIAL SERVICES, INC.

PARK AVENUE SECURITIES LLC

GUARDIAN INVESTOR SERVICES LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

WELLS FARGO CLEARING SERVICES, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

PRESCOTT, BALL & TURBEN, INC.

COMMONWEALTH ASSOCIATES

ROBYNS CAPITAL CORP.

UBS FINANCIAL SERVICES INC.

L. F. ROTHSCHILD & CO. INCORPORATED

ROONEY, PACE INC.

BROOKS WEINGER ROBBINS & LEEDS INC.

Primary Firm SEC Registration

NORTHSTAR FIDUCIARY PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/1/2006

Series 63

Date: 4/28/1986

Series 7

Date: 8/17/1985

Current Firm

NORTHSTAR FIDUCIARY PARTNERS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NORTHSTAR FIDUCIARY PARTNERS, LLC

TRUST BUT VERIFY

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