Bernard McGinn has been Executive Chairman & Co-Chief Investment Officer of McGinn Penninger Investment Management since October 2025, is a control person of the firm and directly owns 75% or more of it.
McGinn Penninger Investment Management Inc. is an Alexandria, VA firm with $204M under management, 332 clients and 3 advisers across 2 offices, as of its March 2026 filing.
- – present · 7 yearsAlexandria, VA · Adviser representative · Firm CRD 107396
- – · 7 yearsAlexandria, VA · Adviser representative · Firm CRD 107396
- – · 11 yearsAlexandria, VA · Adviser representative · Firm CRD 107396
Investment adviser representative registrations
Bernard McGinn is registered as an investment adviser representative in 4 states. The first approvals date from April 2019; the most recent are California, Maryland and South Carolina, in January 2024.
- CaliforniaSince 26 January 2024
- MarylandSince 26 January 2024
- South CarolinaSince 26 January 2024
- VirginiaSince 3 April 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 March 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 September 1982 |
| Series 7 | General Securities Representative Examination | 21 August 1982 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bernard Francis McGinn
- CRD
- 1062218
- Firm
- McGinn Penninger Investment Management · CRD 107396
- Role
- Executive Chairman & Co-Chief Investment Officer
- Office
- 277 S. WASHINGTON STREET, SUITE 340, Alexandria, VA 22314
- Registration
- Investment adviser registration
- In the industry since
- April 2000
- Disciplinary history
- Not yet shown here · SEC record
Where does Bernard McGinn work?
Bernard McGinn has been Executive Chairman & Co-Chief Investment Officer of McGinn Penninger Investment Management Inc. since October 2025, and is a control person of the firm.
Is Bernard McGinn a financial advisor?
Yes. Bernard McGinn has a current investment-adviser registration in California, Maryland, South Carolina and Virginia, through McGinn Penninger Investment Management since April 2019.
How many years of experience does Bernard McGinn have?
Bernard McGinn has 26 years in the financial industry, since April 2000, across 1 adviser firm.
What exams has Bernard McGinn passed?
Bernard McGinn has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 1982.
Where did Bernard McGinn work before McGinn Penninger Investment Management?
Before McGinn Penninger Investment Management, Bernard McGinn was registered through McGinn Investment Management Inc, September 2010 to December 2017; McGinn Investment Management Inc, May 1993 to December 2004.
Where is Bernard McGinn based?
Bernard McGinn’s registered office is in Alexandria, VA.
Is Bernard McGinn registered with FINRA?
No. Bernard McGinn has no current broker registration.
How can I verify Bernard McGinn’s record?
Search CRD 1062218 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bernard McGinn’s full registration record.