Bernard V. Mcmanus

COMMONWEALTH FINANCIAL SERVICES

VIENNA, WV 26105

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CRD#: 6583172

Professional summary

Bernard Vincent Mcmanus II, who also goes by Beezer Mcmanus, Bernard VIncent Mcmanus, Bernard Mcmanus II, Vince Mcmanus Ii, is a registered financial advisor currently at COMMONWEALTH FINANCIAL SERVICES located in Vienna, West Virginia.

Bernard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Bernard has worked at 5 firms and has passed the Series 66, SIE, Series 52, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Beezer Mcmanus | Bernard Vincent Mcmanus | Bernard Mcmanus Ii | Vince Mcmanus Ii

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. ELITE SPORTS CENTER; ASC ENTERPRISES POSITION: passive owner NATURE: Youth sports facility. less than 5% owner and zero hours spent per month. Completely passive. JPMorgan did not have me disclose this and I have copy of email if needed. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 2000 1st Avenue, Parkersburg WV 26101 DESCRIPTION: Passive, less than 5% owner of the business. 2. Habitat for Humanity Board Member help local chapter with business issues $0 Less than 1 hour per week, not during trading/business hours Parkersburg Cougars Wrestling Club Treasurer/board member/coach Help club function and approve expenditures $0 compensation earned 3-6 during season. Less than 1 outside of season. Hours are not during trading/business hours 3. Boys and Girls Clubs of Parkersburg Board of Directors member help local chapter with business issues $0 Less than 1 hour per week, not during trading/business hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bernard Vincent Mcmanus II'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 14, 2023 - Present

COMMONWEALTH FINANCIAL SERVICES

Office #1: 373 Timberline Parkway, Vienna, WV 26105

RIA

CRD#: 324930

VIENNA, WV

Past

August 5, 2022 - April 6, 2023

ARBOR POINT ADVISORS

RIA

CRD#: 165127

PARKERSBURG, WV

Past

July 29, 2022 - April 6, 2023

SECURITIES AMERICA, INC.

CRD#: 10205

ATHENS, OH

Past

October 22, 2018 - July 31, 2022

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

ATHENS, OH

Past

October 2, 2018 - July 31, 2022

J.P. MORGAN SECURITIES LLC

CRD#: 79

ATHENS, OH

Past

July 14, 2016 - September 21, 2018

UNITED BROKERAGE SERVICES, INC

RIA

CRD#: 39062

PARKERSBURG, WV

Past

March 4, 2016 - September 21, 2018

UNITED BROKERAGE SERVICES, INC

CRD#: 39062

PARKERSBURG, WV

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".

COMMONWEALTH FINANCIAL SERVICES

COMMONWEALTH FINANCIAL SERVICES | COMMONWEALTH FINANCIAL SERVICES, LLC.

CRD#: 324930 / SEC#: 801-127499

RIA

Registered Investment Advisory firm - (3/22/2023 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

West Virginia
(4/14/2023)

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: 10/17/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/21/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 52

Date: 10/7/2016

Municipal Securities Representative Examination

General Industry/Product Exam

Series 7

Date: 3/4/2016

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 11/4/2016

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/27/2016

General Securities Principal Examination

Current Firm

COMMONWEALTH FINANCIAL SERVICES

COMMONWEALTH FINANCIAL SERVICES | COMMONWEALTH FINANCIAL SERVICES, LLC.

CRD#: 324930 / SEC#: 801-127499

RIA

Registered Investment Advisory firm - (3/22/2023 Approved)

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Contact information

Main Address

373 Timberline Parkway, Vienna, WV 26105

Mailing Address

Phone number

(304) 422-3531

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/22/2025)

FORM ADV APP--WRAP FEE PROGRAM (10/22/2025)

Regulatory assets under management

Total Number of Accounts	4,851
AUM (Assets Under Management)	$ 774,786,979

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

Bernard V. Mcmanus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bernard Vincent Mcmanus II's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARBOR POINT ADVISORS

SECURITIES AMERICA, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

UNITED BROKERAGE SERVICES, INC

UNITED BROKERAGE SERVICES, INC

Primary Firm SEC Registration

COMMONWEALTH FINANCIAL SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 10/17/2018

SIE

Date: 9/21/2018

Series 52

Date: 10/7/2016

Series 7

Date: 3/4/2016

Series 53

Date: 11/4/2016

Series 24

Date: 6/27/2016

Current Firm

COMMONWEALTH FINANCIAL SERVICES

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COMMONWEALTH FINANCIAL SERVICES

TRUST BUT VERIFY

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