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DB

Daniel P. Bernstein

BERKERY NOYES SECURITIES
NEW YORK, NY 10177
CRD#: 8160720
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DB
Daniel Paul BernsteinBERKERY NOYES SECURITIES

Professional summary

Daniel Paul Bernstein is a registered financial professional currently at BERKERY NOYES SECURITIES, LLC located in New York, New York.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 2026. Daniel has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Daniel Paul Bernstein's 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 20, 2026 - Present

BERKERY NOYES SECURITIES, LLC

Office #1: 250 Park Avenue 14th Floor, New York, NY, 10177
BD
CRD#: 155918
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 5/28/2026
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 4/20/2026
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/22/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

BN
BERKERY NOYES SECURITIES, LLC
BERKERY NOYES SECURITIES, LLC

CRD#: 155918 / SEC#: , 8-68750

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
250 Park Avenue 14th Floor, New York, NY, 10177
Mailing Address
250 Park Avenue 14th Floor, New York, NY, 10177
Phone number
(212) 668-3355
Established
New York since 08/03/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (23 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
BERKERY NOYES & CO., LLCPARENT COMPANY
CALIMANO, FRANK VINCENTFINOP840807
MAGIDA, MARTIN DAVIDPRESIDENT AND CCO1172334

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

BERKERY NOYES SECURITIES, LLC

CRD#: 155918New York, NY 10177

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