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BN

Bernard Nadler

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CRD#: 2156039
BN

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bernard Nadler was a registered financial professional .

Bernard is a previously registered financial professional and started their career in finance in 1991. Bernard had worked at 13 firms and has passed the Series 63, Series 65, SIE, Series 3, Series 7, Series 6, Series 27, Series 4, Series 30 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 18, 2018 - February 17, 2020

MADISON GLOBAL PARTNERS LLC

BD
CRD#: 285406
Bnei Brak,
Past

September 16, 2013 - October 2, 2017

J.H. DARBIE & CO., INC.

BD
CRD#: 43520
NEW YORK, NY
Past

September 4, 2013 - September 9, 2013

J.H. DARBIE & CO., INC.

RIA
CRD#: 43520
JERUSALEM,,
Past

March 2, 2009 - September 24, 2009

BRILL SECURITIES, INC.

BD
CRD#: 18565
NEW YORK, NY
Past

November 17, 2006 - January 6, 2009

MIDDLEGATE SECURITIES INC.

BD
CRD#: 21544
JERUSALEM,
Past

August 16, 2005 - November 28, 2006

SYNERGY INVESTMENT GROUP, LLC

BD
CRD#: 46035
CHARLOTTE, NC
Past

February 10, 2005 - February 18, 2005

CARLIN EQUITIES, LLC

BD
CRD#: 31295
NEW YORK, NY
Past

July 18, 2002 - March 11, 2003

E1 ASSET MANAGEMENT, INC.

BD
CRD#: 46872
JERSEY CITY, NJ
Past

September 18, 2001 - February 7, 2002

ADAMSON BROTHERS INC.

BD
CRD#: 46684
ROCHELLE PARK, NJ
Past

February 25, 1998 - March 17, 1998

CARIBBEAN SECURITIES LLC

BD
CRD#: 43385
NEW YORK, NY
Past

July 27, 1994 - December 31, 2000

CLEARING SERVICES OF AMERICA, INC.

BD
CRD#: 23623
ST. LOUIS, MO
Past

July 23, 1993 - August 30, 1994

JARON EQUITIES CORP.

BD
CRD#: 5764
HICKSVILLE, NY
Past

January 23, 1992 - August 12, 1993

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL
Past

November 22, 1991 - December 18, 1991

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/29/2014
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 30
Date: 7/5/1995
NFA Branch Manager Examination
Principal/Supervisory Exam

Current Firm


MG
MADISON GLOBAL PARTNERS LLC
MADISON GLOBAL PARTNERS LLC

CRD#: 285406 / SEC#: , 8-69839

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
350 Vanderbilt Motor Parkway, Suite 205, Hauppauge, NY 11788
Mailing Address
350 Vanderbilt Motor Parkway, Suite 205, Hauppauge, NY 11788
Phone number
(631) 240-4155
Established
New York since 09/28/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (30 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MADISON III, LLCDIRECT OWNER
GERDES, ANTON JOSEPH JRCEO/CCO/AMLCO1010083
KAPLAN, DAVID STANLEYMANAGING PARTNER1176065
PETERS, ROBERT WILLIAMFINOP1704577

Disclosures


Regulatory Event2

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.

Company Information


MADISON GLOBAL PARTNERS LLC

CRD#: 285406

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