Bernard Ackerman has been an investment adviser representative at BNA Wealth since February 2017, and is not listed among the firm’s executive officers or direct owners.
Bna Wealth, Inc. is a Rock Hill, SC firm with $620M under management, 542 clients and 5 advisers in one office, as of its July 2026 filing.
Bernard Ackerman’s longest registration was 11 years at Consolidated Investment Advisors LLC (2011–2022). Before joining BNA Wealth in 2017, Bernard Ackerman was registered through Consolidated Investment Advisors LLC.
- Consolidated Investment Advisors LLC– · 11 yearsRock Hill, SC · Adviser representative · Firm CRD 156009
Investment adviser representative registrations
Bernard Ackerman is registered as an investment adviser representative in South Carolina, since February 2017.
- South CarolinaSince 24 February 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 9 September 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 July 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 July 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Bernard Neal Ackerman
- CRD
- 3103002
- Firm
- BNA Wealth · CRD 39326
- Office
- 596 HERRONS FERRY ROAD, SUITE 300, Rock Hill, SC 29730
- Registration
- Investment adviser registration
- In the industry since
- July 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Bernard Ackerman work?
Bernard Ackerman is an investment adviser representative registered through Bna Wealth, Inc. since February 2017, and is not listed among the firm’s executive officers or direct owners.
Is Bernard Ackerman a financial advisor?
Yes. Bernard Ackerman has a current investment-adviser registration in South Carolina, through BNA Wealth since February 2017.
How many years of experience does Bernard Ackerman have?
Bernard Ackerman has 27 years in the financial industry, since July 1999, across 2 adviser firms.
What exams has Bernard Ackerman passed?
Bernard Ackerman has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in July 1999. FINRA credited Bernard Ackerman with the SIE, which began in October 2018.
Where is Bernard Ackerman based?
Bernard Ackerman’s registered office is in Rock Hill, SC.
Is Bernard Ackerman registered with FINRA?
No. Bernard Ackerman has no current broker registration.
How can I verify Bernard Ackerman’s record?
Search CRD 3103002 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bernard Ackerman’s full registration record.