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Kevin A. Bernard

PIVOT CAPITAL MANAGEMENT
ASHBURN, VA
Some features on this profile are disabled
CRD#: 6133267
KB

Professional summary

Kevin Allen Bernard is a registered financial advisor currently at PIVOT CAPITAL MANAGEMENT, LLC located in Ashburn, Virginia.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kevin has worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Allen Bernard'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®
None

Experience

Current

October 22, 2025 - Present

PIVOT CAPITAL MANAGEMENT, LLC

RIA
CRD#: 334969
ASHBURN, VA
Past

June 3, 2016 - October 24, 2024

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Ashburn, VA
Past

June 3, 2016 - October 24, 2024

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Ashburn, VA
Past

September 28, 2015 - May 19, 2016

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
FALLS CHURCH, VA
Past

September 28, 2015 - May 19, 2016

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
FALLS CHURCH, VA
Past

June 12, 2015 - September 10, 2015

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
ASHBURN, VA
Past

March 24, 2015 - September 10, 2015

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Ashburn, VA
Past

January 1, 2013 - April 1, 2013

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
ASHBURN, VA

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
Virginia
(10/22/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/4/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/31/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/27/2012
General Securities Representative Examination

Current Firm

PC
PIVOT CAPITAL MANAGEMENT, LLC
PIVOT CAPITAL MANAGEMENT, LLC | VENTURE ADVISORY, LLC

CRD#: 334969 / SEC#:

Virginia
Registered Investment Advisory firm - (10/22/2025 Approved)
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Contact information

Main Address
Ashburn, VA
Mailing Address
8300 Greensboro Drive L1-628, Mclean, VA 22102
Phone number
(877) 272-7407
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

PIVOT CAPITAL MANAGEMENT, LLC

CRD#: 334969Ashburn, VA

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