Cedric Bernier
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
DF-DIRECT | OMNIWEALTH.EU | DUNHILL FINANCIAL, LLC | DUNHILL FINANCIAL
Contact Information
Main Address
Swan Court 11 Worple Road Unit 109, London, SW19 4JSPhone Number
+1 (561) 685-2381# of Employees
13SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
1,701AUM (Assets Under Management)
$601,716,422Similar Advisors
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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.
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Primary Firm SEC Registration
DF-DIRECT | OMNIWEALTH.EU | DUNHILL FINANCIAL, LLC | DUNHILL FINANCIAL
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2013About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Cedric Bernier's CRS (Customer Relationship Summary).
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