BB
Bernard I. Bostwick
FAITHWARD ADVISORS
LANCASTER, PA 17601
Some features on this profile are disabled
CRD#: 4327954
BB
Professional summary
Bernard Irving Bostwick, ChFC® is a registered financial advisor currently at FAITHWARD ADVISORS, LLC located in Lancaster, Pennsylvania and OSAIC WEALTH, INC. located in Naples, Florida.
Bernard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Bernard has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 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.
1) INDEPENDANT INSURANCE BROKERAGE BUSINESS. FIXED INSURANCE SALES/ SERVICE PRESIDENT 50%OWNERSHIP. 10 HOURS DEVOTED PER MONTH 10K COMPENSATION 2) FAITHWARD ADVISORS, LLC dba of AMBASSADOR ADVISORS, LLC. SECURITIES RELATED. START DATE 2004. SALES/SERVICES, PRESIDENT. 50% OWNER. 160 HOURS DEVOTED PER MONTH. 100k COMPENSATION 3) BRIGHTSHIDE COMMUNITY CENTER NON PROFIT BOARD MEMBER DEVOTES 1-5 HRS PER MONTH; 1-3 HRS DURING MARKET HRS. 2/29/12 4)SEVENONESEVEN CAPITAL MANAGEMENT. 3RD PARTY INVESTMENT MANAGER TO OPEN ACCOUNTS FOR ADVISORS. SECURITIES RELATED. START DATE 9/3/14. 20% OWNERSHIP 4 HOURS DEVOTED PER MONTH. 5) RIA & DBA - AMERICAN PORTFOLIOS ADVISORS, SECURITIES RELATED, START DATE 12/2001. FINANCIAL ADVISOR. 8 HOURS DEVOTED PER MONTH, 8 HOURS DURING MARKET HOURS. 6.FAITHWARD ADVISORS POSITION: Agent NATURE: Fixed Insurance DBA Ambassador Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/11/2024 ADDRESS: 275 Hess Blvd., Lancaster PA 17601, United States DESCRIPTION: Fixed Insurance sales
CRS (Client Relationship Summary) - RIA
Click below to view Bernard Irving Bostwick's 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®
Experience
Current
January 10, 2007 - Present
FAITHWARD ADVISORS, LLC
Office #1: 1755 Oregon Pike, Lancaster, PA 17601RIA
CRD#: 116978
LANCASTER, PA
Current
October 11, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 1415 Panther Lane Suite 362, Naples, FL 34109Office #2: 275 Hess Blvd, Lancaster, PA 17543Office #3: 17425 Bridge Hill Court Suite 100, Tampa, FL 33647Office #4: 5237 Summerlin Commons Boulevard Suite 410, Fort Myers, FL 33907RIA
BD
CRD#: 23131
Naples, FL
Past
October 8, 2019 - June 29, 2020
FAITHWARD CAPITAL
RIA
CRD#: 305092
LANCASTER, PA
Past
September 1, 2011 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
LANCASTER, PA
Past
August 20, 2002 - September 6, 2011
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
LANCASTER, PA
Past
December 19, 2001 - September 6, 2011
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
LANCASTER, PA
Past
February 9, 2001 - January 23, 2002
EQUITY SERVICES, INC.
BD
CRD#: 265
MONTPELIER, VT
Past
January 8, 2001 - January 18, 2001
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
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".
FA
FAITHWARD ADVISORS, LLC
AMBASSADOR ADVISORS | STEPP FINANCIAL SERVICES | SEVEN ONE SEVEN CAPITAL MANAGEMENT | PREMIER INVESTMENT ADVICE, LLC | MONGER FINANCIAL GROUP | GRACE WEALTH PARTNERS, LLC | GRACE WEALTH PARTNERS | FAITHWARD ADVISORS, LLC | BETTER RETIREMENT ADVISORS | AMBASSADOR ADVISORS, LLC
CRD#: 116978 / SEC#: 801-61471
RIA
Registered Investment Advisory firm - (9/19/2002 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/11/2024)
RR
Alaska(10/11/2024)
RR
Arizona(10/11/2024)
RR
California(10/11/2024)
RR
Colorado(10/11/2024)
RR
Connecticut(10/11/2024)
RR
Delaware(10/11/2024)
RR
District of Columbia(10/11/2024)
IAR
Florida(3/16/2020)
RR
Florida(10/11/2024)
RR
Georgia(10/11/2024)
RR
Hawaii(10/11/2024)
RR
Idaho(10/11/2024)
RR
Illinois(10/11/2024)
RR
Indiana(10/11/2024)
RR
Kansas(10/11/2024)
RR
Kentucky(10/11/2024)
IAR
Louisiana(6/10/2010)
RR
Louisiana(10/11/2024)
RR
Maine(10/11/2024)
RR
Maryland(10/11/2024)
RR
Massachusetts(10/11/2024)
RR
Michigan(10/11/2024)
RR
Minnesota(10/11/2024)
RR
Missouri(10/11/2024)
RR
Nevada(10/11/2024)
RR
New Hampshire(10/11/2024)
RR
New Jersey(10/11/2024)
RR
New York(10/11/2024)
RR
North Carolina(10/15/2024)
RR
Ohio(10/11/2024)
RR
Oregon(10/11/2024)
IAR
Pennsylvania(1/10/2007)
RR
Pennsylvania(10/11/2024)
RR
Rhode Island(10/11/2024)
RR
South Carolina(10/11/2024)
RR
South Dakota(10/11/2024)
IAR
Texas(1/21/2020)
RR
Texas(10/11/2024)
RR
Vermont(10/11/2024)
RR
Virginia(10/11/2024)
RR
Washington(10/11/2024)
RR
West Virginia(10/11/2024)
RR
Wisconsin(10/11/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FA
FAITHWARD ADVISORS, LLC
AMBASSADOR ADVISORS | STEPP FINANCIAL SERVICES | SEVEN ONE SEVEN CAPITAL MANAGEMENT | PREMIER INVESTMENT ADVICE, LLC | MONGER FINANCIAL GROUP | GRACE WEALTH PARTNERS, LLC | GRACE WEALTH PARTNERS | FAITHWARD ADVISORS, LLC | BETTER RETIREMENT ADVISORS | AMBASSADOR ADVISORS, LLC
CRD#: 116978 / SEC#: 801-61471
RIA
Registered Investment Advisory firm - (9/19/2002 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
275 Hess Boulevard Suite 100, Lancaster, PA 17601
Mailing Address
Phone number
(717) 560-8300
Established
Firm type
Fiscal year end
# of Employees
57
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,052 |
| AUM (Assets Under Management) | $ 906,004,988 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 12/26/2024 | ||
| 09/28/2023 | ||
| 01/26/2023 |
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
FAITHWARD ADVISORS, LLC
CRD#: 116978Lancaster, PA 17601TRUST BUT VERIFY
Monitor Bernard Bostwick
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
