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GB

Gabriel B. Bernardi

OCEAN PARK ASSET MANAGEMENT
Nashville, TN 37201
Some features on this profile are disabled
CRD#: 7330726
GB

Professional summary

Gabriel Blake Bernardi, who also goes by Gabriel B Bernardi, Gabriel Blake Bernardi, is a registered financial advisor currently at OCEAN PARK ASSET MANAGEMENT, LLC located in Nashville, Tennessee and NORTHERN LIGHTS DISTRIBUTORS, LLC located in Elkhorn, Nebraska.

Gabriel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Gabriel has worked at 7 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gabriel B Bernardi | Gabriel Blake Bernardi

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 Gabriel Blake Bernardi'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

November 19, 2025 - Present

OCEAN PARK ASSET MANAGEMENT, LLC

Office #1: 333 Commerce St., Nashville, TN 37201
RIA
CRD#: 145634
Nashville, TN
Current

April 24, 2024 - Present

NORTHERN LIGHTS DISTRIBUTORS, LLC

Office #1: 4221 North 203rd Street, Suite 100, Elkhorn, NE 68022
BD
CRD#: 126159
Elkhorn, NE
Past

July 22, 2022 - March 21, 2024

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
Pensacola, FL
Past

July 22, 2022 - March 21, 2024

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

April 20, 2022 - May 17, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
NASHVILLE, TN
Past

April 6, 2022 - May 17, 2022

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
NASHVILLE, TN
Past

November 2, 2021 - December 22, 2021

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN
Past

October 8, 2021 - November 11, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
NASHVILLE, TN

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".
OP
OCEAN PARK ASSET MANAGEMENT, LLC
OCEAN PARK ASSET MANAGEMENT, LLC | WRIGHT FUND MANAGEMENT, LLC | SIERRA MUTUAL FUNDS | OCEAN PARK MUTUAL FUNDS | OCEAN PARK ETFS

CRD#: 145634 / SEC#: 801-68554

RIA
Registered Investment Advisory firm - (11/30/2007 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(4/24/2024)
IAR
California
(11/19/2025)
RR
Nebraska
(4/24/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/13/2022
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/8/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/21/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 10/8/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/19/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

OP
OCEAN PARK ASSET MANAGEMENT, LLC
OCEAN PARK ASSET MANAGEMENT, LLC | WRIGHT FUND MANAGEMENT, LLC | SIERRA MUTUAL FUNDS | OCEAN PARK MUTUAL FUNDS | OCEAN PARK ETFS

CRD#: 145634 / SEC#: 801-68554

RIA
Registered Investment Advisory firm - (11/30/2007 Approved)
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Contact information

Main Address
3420 Ocean Park Blvd. Ste 3060, Santa Monica, CA 90405
Mailing Address
Phone number
(310) 452-1887
Established
Firm type
Fiscal year end
# of Employees
61

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OCEAN PARK ASSET MANAGEMENT, LLC FORM ADV PART 2A BROCHURE (3/31/2025)
OCEAN PARK ASSET MANAGEMENT, LLC JOINT ADVISORY PROGRAM WRAP FEE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts292
AUM (Assets Under Management)$ 4,872,145,667

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.

Company Information

OCEAN PARK ASSET MANAGEMENT, LLC

CRD#: 145634Nashville, TN 37201

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