Anthony Bernardo Jr

WELLFULL

Harleysville, PA 19438

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CRD#: 726157

Professional summary

Anthony Bernardo Jr JR, who also goes by Anthony John Bernardo Jr, Anthony Bernardo Jr, is a registered financial advisor currently at WELLFULL located in Harleysville, Pennsylvania.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Anthony has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anthony John Bernardo Jr | Anthony Bernardo Jr

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 Anthony Bernardo Jr JR'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

September 6, 2017 - Present

WELLFULL

Office #1: 272 Ruth Road, Harleysville, PA 19438

RIA

CRD#: 288705

Harleysville, PA

Past

August 5, 2016 - November 13, 2017

PLATINUM WEALTH PARTNERS

RIA

CRD#: 145507

Skippack, PA

Past

June 6, 2016 - July 28, 2016

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Skippack, PA

Past

June 1, 2009 - June 30, 2016

MORGAN STANLEY

RIA

CRD#: 149777

BLUE BELL, PA

Past

June 1, 2009 - June 30, 2016

MORGAN STANLEY

CRD#: 149777

BLUE BELL, PA

Past

January 2, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

BLUE BELL, PA

Past

January 2, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

BLUE BELL, PA

Past

October 30, 1997 - January 6, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BLUE BELL, PA

Past

March 23, 1981 - January 6, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BLUE BELL, PA

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".

WELLFULL

BERNARDO WEALTH PLANNING, LLC | WELLFULL | CAPITAL WEALTH INVESTMENTS

CRD#: 288705 / SEC#: 801-110661

RIA

Registered Investment Advisory firm - (6/29/2017 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

Pennsylvania
(9/6/2017)

IAR

Texas
(4/20/2018)

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 65

Date: 11/22/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/12/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/28/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/21/1981

General Securities Representative Examination

Current Firm

WELLFULL

BERNARDO WEALTH PLANNING, LLC | WELLFULL | CAPITAL WEALTH INVESTMENTS

CRD#: 288705 / SEC#: 801-110661

RIA

Registered Investment Advisory firm - (6/29/2017 Approved)

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Contact information

Main Address

272 Ruth Road, Harleysville, PA 19438

Mailing Address

Phone number

(267) 500-1080

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WELLFULL 2A (10/24/2025)

Regulatory assets under management

Total Number of Accounts	2,370
AUM (Assets Under Management)	$ 755,902,348

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

Anthony Bernardo Jr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Bernardo Jr JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

PLATINUM WEALTH PARTNERS

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

WELLFULL

State Registrations and Notice Filings

Exams

Series 65

Date: 11/22/1995

Series 63

Date: 3/12/1981

SIE

Date: 7/28/2016

Series 7

Date: 3/21/1981

Current Firm

WELLFULL

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WELLFULL

TRUST BUT VERIFY

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