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Bernard Jerome Campbell Iii

ETCH FINANCIAL
Pittsburgh, PA
·CRD# 8285288·1 year experience

Professional Summary

Bernard Jerome Campbell III, who also goes by Bernard Jerome Campbell, is a registered financial advisor currently at ETCH FINANCIAL located in Pittsburgh, Pennsylvania. Bernard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Bernard has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bernard Jerome Campbell

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

1 years in the financial services industry

Current & Past Employments

ETCH FINANCIAL·CRD# 327021
RIA
Pittsburgh, PA
June 24, 2026 - Present

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Current Firm

EF
ETCH FINANCIAL

ETCH FINANCIAL | ETCH FINANCIAL LLC

CRD#: 327021
Georgia
Registered Investment Advisory firm - Georgia (4/8/2026 Approved)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (8/7/2023 Approved)

Contact Information

Main Address

1121 Boyce Road #1200b, Pittsburgh, PA 15241

Mailing Address

P.o. Box 10052, Pittsburgh, PA 15236

Phone Number

(412) 530-6977

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

45

AUM (Assets Under Management)

$14,119,619

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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.

1) Name: College Aid Pro, Inc. Investment-related: No. Address: 10 Federal Street, Suite 410, Salem, MA 01970. Nature: College aid planning. Position/title: Sales representative. Start date: 3/2026. Approximate hours/month: 20-30. Hours/trading hours: 15-25. Duties: Sales for college planning services. 2) Name: Student Loans Gotta Go LLC. Investment-related: No. Address: 2977 Amy Drive, South Park, PA 15129. Nature: College aid planning. Position/title: Student loan consultant. Start date: 6/2025. Approximate hours/month: 5-10. Hours/trading hours: 5-10. Duties: College planning services.

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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.
IAR
Pennsylvania
(6/24/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2026About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Bernard Jerome Campbell III's CRS (Customer Relationship Summary).

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