NB
Nicholas S. Bernhardt
ALIGN ADVISOR GROUP
VINELAND, NJ 08361
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CRD#: 6126671
NB
Nicholas Stuart BernhardtALIGN ADVISOR GROUP
Professional summary
Nicholas Stuart Bernhardt is a registered financial advisor currently at ALIGN ADVISOR GROUP, LLC located in Vineland, New Jersey and LPL FINANCIAL LLC located in Vineland, New Jersey.
Nicholas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Nicholas has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
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. 02/26/2014-REAL ESTATE SALES/REAL ESTATE AGENT/VINELAND,NJ/Mortgage/Real Estate Services. 2. 3/16/2023 - BERNHARDT ASSET MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/10/2023 - 160 Hours Per Month/7 Hours During Securities Trading. 3. 12/24/2024 - NSB REAL ESTATE HOLDINGS - Real Estate Rental - Investment Related - Vineland, NJ - Start Date 12/13/2024 - 5 hours per month/ 0 hours during trading 4) 09/24/2025 - ALIGN ADVISOR GROUP LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:09/04/2025 - 160 Hrs/Mth - 6 Hrs During Trading.I provide investment advisory services through Align Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 09/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Stuart Bernhardt'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®
NoneExperience
Current
September 25, 2025 - Present
ALIGN ADVISOR GROUP, LLC
Office #1: 3071 E Chestnut Ave, Suite C9, Vineland, NJ 08361RIA
CRD#: 336638
VINELAND, NJ
Current
April 7, 2015 - Present
LPL FINANCIAL LLC
Office #1: 3071 E Chestnut Ave. Suite C-9, Vineland, NJ 08361RIA
BD
CRD#: 6413
VINELAND, NJ
Past
December 4, 2025 - March 4, 2026
LPL FINANCIAL LLC
RIA
CRD#: 6413
VINELAND, NJ
Past
October 12, 2016 - December 2, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
VINELAND, NJ
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".
AA
ALIGN ADVISOR GROUP, LLC
ALIGN ADVISOR GROUP, LLC | BL WEALTH MANAGEMENT, LLC
CRD#: 336638 / SEC#: 801-134102
RIA
Registered Investment Advisory firm - (8/21/2025 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
California(3/14/2023)
RR
Colorado(3/1/2023)
RR
Connecticut(5/11/2022)
RR
Florida(5/6/2022)
RR
Georgia(1/31/2022)
RR
Idaho(6/14/2022)
RR
Illinois(5/19/2022)
RR
Missouri(5/9/2023)
RR
Nevada(11/18/2024)
RR
New Jersey(4/8/2015)
IAR
New Jersey(9/25/2025)
RR
New York(12/20/2022)
RR
Pennsylvania(5/11/2022)
RR
South Carolina(5/23/2022)
RR
Tennessee(8/17/2026)
RR
Texas(5/23/2022)
RR
Utah(6/14/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AA
ALIGN ADVISOR GROUP, LLC
ALIGN ADVISOR GROUP, LLC | BL WEALTH MANAGEMENT, LLC
CRD#: 336638 / SEC#: 801-134102
RIA
Registered Investment Advisory firm - (8/21/2025 Approved)Loading...
Contact information
Main Address
3071 E Chestnut Ave, Suite C9, Vineland, NJ 08361
Mailing Address
Phone number
(856) 692-0555
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 338 |
| AUM (Assets Under Management) | $ 110,503,920 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ALIGN ADVISOR GROUP, LLC
CRD#: 336638Vineland, NJ 08361TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
