Arthur J. Bernaducci

ADVISOR SHARE WEALTH MANAGEMENT

Delray Beach, FL

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CRD#: 2298476

Professional summary

Arthur John Bernaducci, who also goes by Art Bernaducci, Arthur J Bernaducci, Artie Bernaducci, is a registered financial advisor currently at ADVISOR SHARE WEALTH MANAGEMENT, LLC located in Delray Beach, Florida.

Arthur is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Arthur has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Art Bernaducci | Arthur J Bernaducci | Artie Bernaducci

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 Retiring Baby Boomer Group LLC; Owner/Insurance Agent; Start date: 07/2020; Delray Beach, FL; INVESTMENT RELATED; Insurance product sales; Approximately 40hrs/month devoted; 20hrs/month during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arthur John Bernaducci'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 16, 2024 - Present

ADVISOR SHARE WEALTH MANAGEMENT, LLC

RIA

CRD#: 307997

Delray Beach, FL

Past

July 17, 2018 - February 27, 2024

RETIREMENT INCOME ADVISORY GROUP LLC

RIA

CRD#: 286611

Delray Beach, FL

Past

July 2, 2010 - June 28, 2018

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

Woodbridge, NJ

Past

July 2, 2010 - June 28, 2018

USA FINANCIAL SECURITIES LLC

CRD#: 103857

Woodbridge, NJ

Past

June 30, 2006 - July 23, 2010

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

KEYPORT, NJ

Past

June 30, 2006 - July 23, 2010

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

KEYPORT, NJ

Past

June 21, 2006 - June 30, 2006

CARILLON INVESTMENTS, INC.

RIA

CRD#: 14646

POINT PLEASANT, NJ

Past

June 12, 2006 - June 30, 2006

CARILLON INVESTMENTS, INC.

CRD#: 14646

POINT PLEASANT, NJ

Past

June 21, 2002 - January 12, 2006

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

NEPTUNE, NJ

Past

February 28, 1994 - January 12, 2006

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

February 4, 1994 - February 28, 1994

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

Past

January 21, 1993 - January 31, 1994

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

January 21, 1993 - January 31, 1994

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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".

ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/19/2023 Terminated)

Nevada

Registered Investment Advisory firm - (2/13/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/22/2023 Cancelled)

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

Florida
(8/16/2024)

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: 12/6/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/22/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/28/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/19/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/19/2023 Terminated)

Nevada

Registered Investment Advisory firm - (2/13/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/22/2023 Cancelled)

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Contact information

Main Address

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684

Mailing Address

Phone number

(866) 232-3251

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (POM) (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,429
AUM (Assets Under Management)	$ 185,181,144

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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Firm Stability Insights

Arthur J. Bernaducci

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arthur John Bernaducci's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT INCOME ADVISORY GROUP LLC

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

CARILLON INVESTMENTS, INC.

CARILLON INVESTMENTS, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ADVISOR SHARE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/6/1996

Series 63

Date: 5/22/1996

SIE

Date: 6/28/2018

Series 6

Date: 1/19/1993

Current Firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVISOR SHARE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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