Cedric Bernier

DUNHILL FINANCIAL

Biarritz, 64200

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CRD#: 6196747

Professional summary

Cedric Bernier is a registered financial advisor currently at DUNHILL FINANCIAL .

Cedric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Cedric has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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 Cedric Bernier'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

April 10, 2025 - Present

DUNHILL FINANCIAL

Office #1: 27 Allee Du Moura Buro 1, Biarritz 64200

RIA

CRD#: 288211

Biarritz,

Past

May 17, 2022 - March 26, 2025

BEACON GLOBAL ADVISOR NETWORK, LLC

RIA

CRD#: 288833

Villeneuve-Loubet,

Past

July 7, 2014 - May 6, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PHOENIX, AZ

Past

July 1, 2013 - May 6, 2022

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PHOENIX, AZ

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".

DUNHILL FINANCIAL

DF-DIRECT | OMNIWEALTH.EU | DUNHILL FINANCIAL, LLC | DUNHILL FINANCIAL

CRD#: 288211 / SEC#: 801-110590

RIA

Registered Investment Advisory firm - (6/9/2017 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.

Highlighted states indicate IAR registrations

IAR

Florida
(4/10/2025)

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 66

Date: 7/7/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/10/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/16/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/30/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DUNHILL FINANCIAL

DF-DIRECT | OMNIWEALTH.EU | DUNHILL FINANCIAL, LLC | DUNHILL FINANCIAL

CRD#: 288211 / SEC#: 801-110590

RIA

Registered Investment Advisory firm - (6/9/2017 Approved)

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Contact information

Main Address

Swan Court 11 Worple Road Unit 109, London, SW19 4JS

Mailing Address

Phone number

+1 (561) 685-2381

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2A (9/23/2025)

Regulatory assets under management

Total Number of Accounts	1,436
AUM (Assets Under Management)	$ 322,892,937

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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Advisor Monitoring

Firm Stability Insights

Cedric Bernier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cedric Bernier's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON GLOBAL ADVISOR NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

DUNHILL FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 7/7/2014

Series 63

Date: 7/10/2013

SIE

Date: 10/1/2018

Series 7

Date: 6/16/2014

Series 6

Date: 6/30/2013

Current Firm

DUNHILL FINANCIAL

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DUNHILL FINANCIAL

TRUST BUT VERIFY

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