Ryan Bernstine

HERMITAGE WEALTH

RICHMOND, VA 23233

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CRD#: 7813420

Professional summary

Ryan Bernstine is a registered financial advisor currently at HERMITAGE WEALTH located in Richmond, Virginia and OSAIC WEALTH, INC. located in Henrico, Virginia.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Ryan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

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 Ryan Bernstine'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

October 8, 2025 - Present

HERMITAGE WEALTH

Office #1: 3761 Westerre Parkway Suite G, Richmond, VA 23233

RIA

CRD#: 333235

RICHMOND, VA

Current

February 16, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 3761 Westerre Pkwy Suite G, Henrico, VA 23233

RIA

CRD#: 23131

Henrico, VA

Past

April 18, 2024 - October 8, 2025

OSAIC WEALTH, INC.

RIA

CRD#: 23131

SCOTTSDALE, AZ

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".

HERMITAGE WEALTH

HERMITAGE WEALTH | HERMITAGE WEALTH MANAGEMENT, INC.

CRD#: 333235 / SEC#: 801-134426

RIA

Registered Investment Advisory firm - (9/30/2025 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.

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

California
(8/8/2025)

Maryland
(11/21/2024)

Michigan
(3/10/2025)

North Carolina
(8/6/2024)

Virginia
(4/18/2024)

IAR

Virginia
(10/8/2025)

West Virginia
(9/11/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/27/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/16/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/8/2023

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

HERMITAGE WEALTH

HERMITAGE WEALTH | HERMITAGE WEALTH MANAGEMENT, INC.

CRD#: 333235 / SEC#: 801-134426

RIA

Registered Investment Advisory firm - (9/30/2025 Approved)

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Contact information

Main Address

3761 Westerre Parkway Suite G, Richmond, VA 23233

Mailing Address

Phone number

(804) 270-7877

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - DISCLOSURE BROCHURE (8/26/2025)

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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Ryan Bernstine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Bernstine's CRS (Customer Relationship Summary).

Certified licenses

Experience

HERMITAGE WEALTH

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

Primary Firm SEC Registration

HERMITAGE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 3/27/2024

Series 7TO

Date: 2/16/2024

SIE

Date: 12/8/2023

FINRA

Current Firm

HERMITAGE WEALTH

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

HERMITAGE WEALTH

TRUST BUT VERIFY

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