Andrea B. Darden

DARDEN WEALTH GROUP

Ann Arbor, MI 48104

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CRD#: 4395802

Professional summary

Andrea Bernardini Darden, who also goes by Andrea Diane Bernardini, Andrea D Bernardini, is a registered financial advisor currently at DARDEN WEALTH GROUP located in Ann Arbor, Michigan.

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Andrea has worked at 5 firms and has passed the Series 65, Series 66, Series 7, Series 24, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrea Diane Bernardini | Andrea D Bernardini

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. Michigan Research Institute (Non-Profit Board); Board Member; Not Investment Related; 401 W Morgan Rd Ann Arbor Michigan 48108; Michigan Research Institute develops technologies addressing national needs, including egg pasteurization; Start date: 2020-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person at the organization: Jim Richter.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Bernardini Darden'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

May 16, 2018 - Present

DARDEN WEALTH GROUP

Office #1: 415 Detroit St. Ste 100, Ann Arbor, MI 48104

RIA

CRD#: 294926

Ann Arbor, MI

Past

October 27, 2010 - September 13, 2018

C&D WEALTH ADVISORS

RIA

CRD#: 110769

ANN ARBOR, MI

Past

November 19, 2008 - September 21, 2010

ACCREDITED EQUITIES INCORPORATED

CRD#: 108220

ANN ARBOR, MI

Past

July 22, 2002 - November 29, 2006

CHARLES SCHWAB & CO., INC.

CRD#: 5393

ANN ARBOR, MI

Past

May 24, 2001 - March 27, 2002

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

LOS ANGELES, CA

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".

DARDEN WEALTH GROUP

DARDEN WEALTH GROUP | DARDEN WEALTH GROUP, LLC | DARDEN WEALTH GROUP, INC

CRD#: 294926 / SEC#: 801-120167

RIA

Registered Investment Advisory firm - (1/15/2021 Approved)

Michigan

Registered Investment Advisory firm - (1/28/2021 Terminated)

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

Michigan
(5/16/2018)

IAR

Texas
(1/21/2021)

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: 10/18/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/30/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/23/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/29/2008

General Securities Principal Examination

Principal/Supervisory Exam

Series 9

Date: 7/9/2004

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 5/11/2004

General Securities Sales Supervisor - General Module Examination

Current Firm

DARDEN WEALTH GROUP

DARDEN WEALTH GROUP | DARDEN WEALTH GROUP, LLC | DARDEN WEALTH GROUP, INC

CRD#: 294926 / SEC#: 801-120167

RIA

Registered Investment Advisory firm - (1/15/2021 Approved)

Michigan

Registered Investment Advisory firm - (1/28/2021 Terminated)

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Contact information

Main Address

415 Detroit St. Ste 100, Ann Arbor, MI 48104

Mailing Address

Phone number

(734) 294-0100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DWG ADV 2A BROCHURE (2/22/2025)

Regulatory assets under management

Total Number of Accounts	1,124
AUM (Assets Under Management)	$ 302,096,323

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

Andrea B. Darden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Bernardini Darden's CRS (Customer Relationship Summary).

Certified licenses

Experience

C&D WEALTH ADVISORS

ACCREDITED EQUITIES INCORPORATED

CHARLES SCHWAB & CO., INC.

TRANSAMERICA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

DARDEN WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 10/18/2010

Series 66

Date: 7/30/2002

Series 7

Date: 5/23/2001

Series 24

Date: 12/29/2008

Series 9

Date: 7/9/2004

Series 10

Date: 5/11/2004

Current Firm

DARDEN WEALTH GROUP

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DARDEN WEALTH GROUP

TRUST BUT VERIFY

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