Jeffrey M. Bernstein
Professional summary
Jeffrey Milton Bernstein, who also goes by Jeff Bernstein, Jeffrey M Bernstein, Jeffrey Milton Bernstein, Jeffrey Bernstein, is a registered financial advisor currently at SILVERBERG BERNSTEIN CAPITAL MANAGEMENT located in Armonk, New York and BEECH HILL SECURITIES, INC. located in New York, New York.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jeffrey has worked at 5 firms and has passed the Series 66, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Milton Bernstein's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 7, 2023 - Present
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT
Office #1: 4 Miller Circle, Armonk, NY 10504July 21, 2023 - Present
BEECH HILL SECURITIES, INC.
Office #1: 880 Third Avenue 16th Floor, New York, NY 10022August 26, 2021 - August 10, 2023
COWEN AND COMPANY
July 15, 2021 - August 10, 2023
COWEN PRIME ADVISORS LLC
February 14, 2021 - March 14, 2011
COWEN PRIME SERVICES LLC
June 4, 2018 - March 14, 2011
COWEN PRIME SERVICES LLC
March 22, 2018 - March 14, 2011
COWEN PRIME SERVICES LLC
March 7, 2018 - March 14, 2011
COWEN PRIME SERVICES LLC
February 26, 2018 - March 14, 2011
COWEN PRIME SERVICES LLC
February 14, 2018 - March 14, 2011
COWEN PRIME SERVICES LLC
February 13, 2018 - March 14, 2011
COWEN PRIME SERVICES LLC
February 8, 2018 - March 14, 2011
COWEN PRIME SERVICES LLC
February 7, 2018 - March 14, 2011
COWEN PRIME SERVICES LLC
January 29, 2018 - March 14, 2011
COWEN PRIME SERVICES LLC
July 14, 2015 - February 10, 2022
COWEN PRIME SERVICES LLC
Primary Firm SEC Registration
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT
CRD#: 327151 / SEC#: 801-128290
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
FINRA
Current Firm
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT
CRD#: 327151 / SEC#: 801-128290
Contact information
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 77 |
| AUM (Assets Under Management) | $ 173,400,000 |
Red Flags
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