Andrew Bernell

CENTURY PARK WEALTH MANAGEMENT

Los Angeles, CA

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CRD#: 6371978

Professional summary

Andrew Bernell is a registered financial advisor currently at CENTURY PARK WEALTH MANAGEMENT, LLC located in Los Angeles, California.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Andrew has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

My firm primarily works with Gen X and Gen Y technology professionals and creatives. We have a speciality in equity compensation strategies and work with creatives who are business owners. We also work with mid-career couples. 

If you want to learn more about us, about me, about our pricing and process, please head over to our website: https://www.centuryparkwm.com/.

Question & Answer

What are your service offerings?

I am Andrew and I am the found...

a CPA and former attorney. I h...

Do you have an area of expertise or specialization?

AUM

Baby Boomers

Business Owners

Estate & Generational Planning...

Fixed Fee (Subscription, Retai...

Generation X

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 Andrew Bernell'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

September 30, 2021 - Present

CENTURY PARK WEALTH MANAGEMENT, LLC

RIA

CRD#: 316287

Los Angeles, CA

Past

June 3, 2019 - August 2, 2021

CRUDEN BAY INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 284787

Los Angeles, CA

Past

September 16, 2014 - June 4, 2019

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

LOS ANGELES, CA

Past

August 22, 2014 - June 4, 2019

UBS FINANCIAL SERVICES INC.

CRD#: 8174

LOS ANGELES, CA

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

California
(9/30/2021)

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 66

Date: 9/15/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/22/2014

General Securities Representative Examination

Current Firm

CENTURY PARK WEALTH MANAGEMENT, LLC

CRD#: 316287 / SEC#:

California

Registered Investment Advisory firm - (9/30/2021 Approved)

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Contact information

Main Address

Los Angeles, CA

Mailing Address

Phone number

(713) 822-0146

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 49,677

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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Andrew Bernell

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Bernell's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTURY PARK WEALTH MANAGEMENT, LLC

CRUDEN BAY INVESTMENT MANAGEMENT, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/15/2014

SIE

Date: 10/1/2018

Series 7

Date: 8/22/2014

Current Firm

CENTURY PARK WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CENTURY PARK WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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