Zachary S. Bernsdorf
Professional summary
Zachary Scott Bernsdorf, who also goes by Zachary Bernsdorf, Zack Bernsdorf, is a registered financial advisor currently at ASPIRE CAPITAL MANAGEMENT, LLC located in Columbus, Ohio.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Zachary has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Scott Bernsdorf's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 21, 2026 - Present
ASPIRE CAPITAL MANAGEMENT, LLC
February 21, 2023 - June 10, 2025
MORGAN STANLEY
February 21, 2023 - June 10, 2025
MORGAN STANLEY
January 3, 2022 - February 7, 2023
INVESTMENT DISTRIBUTORS, INC.
March 18, 2019 - February 7, 2023
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
March 18, 2019 - January 3, 2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
January 25, 2017 - March 4, 2019
J.P. MORGAN SECURITIES LLC
September 28, 2016 - March 4, 2019
J.P. MORGAN SECURITIES LLC
May 12, 2016 - July 13, 2016
FORESTERS FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/21/2026)
Exams
Current Firm
ASPIRE CAPITAL MANAGEMENT, LLC
CRD#: 338517 / SEC#:
Contact information
Red Flags
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