Steven Marc Bergida
Professional Summary
Steven Marc Bergida is a registered financial advisor currently at GLEN EAGLE WEALTH, LLC located in Kingston, New Jersey. Steven is registered as a RR (Registered Representative) and started their career in finance in 1987. Steven has worked at 4 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 3, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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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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Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
CFT SECURITIES | GLEN EAGLE WEALTH, LLC | GLEN EAGLE TRADING | GLEN EAGLE ADVISORS, LLC | GLEN EAGLE ADVISORS LLC
Contact Information
Main Address
4422c Route 27, Kingston, NJ 08528-0399Mailing Address
4422c Route 27 Po Box 399, Kingston, NJ 08528Phone Number
(609) 631-8231Established
Delaware since 06/19/2002Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (34 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
(10/31/2018)
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(11/21/2019)
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(2/3/2021)
(11/23/2020)
(10/31/2018)
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(10/31/2018)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed May 2005SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Steven Marc Bergida's CRS (Customer Relationship Summary).
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