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Bernard McManus

Investment adviser representative at Commonwealth Financial Services in Vienna, WV

Investment adviser registrationUpdated

Bernard McManus is an investment adviser representative at Commonwealth Financial Services, LLC., an investment adviser managing $995M, and works from its Vienna, WV office. Bernard McManus has been registered through Commonwealth Financial Services since 14 April 2023, has 10 years in the industry across 4 firms and has passed 5 licensing exams.

10
Years in industry
3
Years at firm
4
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Bernard McManus has been an investment adviser representative at Commonwealth Financial Services since April 2023, and is not listed among the firm’s executive officers or direct owners.

Commonwealth Financial Services, LLC. is a Vienna, WV firm with $995M under management, 2,271 clients and 13 advisers across 5 offices, as of its August 2026 filing.

Bernard McManus’ longest registration was 3 years at J.P. Morgan Securities LLC (2018–2022). Before joining Commonwealth Financial Services in 2023, Bernard McManus was registered through Arbor Point Advisors and J.P. Morgan Securities LLC.

  1. – present · 3 years
    Vienna, WV · Adviser representative · Firm CRD 324930
  2. Arbor Point Advisors
    – · under a year
    Parkersburg, WV · Adviser representative · Firm CRD 165127
  3. J.P. Morgan Securities LLC
    – · 3 years
    Athens, OH · Adviser representative · Firm CRD 79
  4. United Brokerage Services Inc
    – · 2 years
    Parkersburg, WV · Adviser representative · Firm CRD 39062

Credentials and registrations

Investment adviser representative registrations

Bernard McManus is registered as an investment adviser representative in West Virginia, since April 2023.

  • West VirginiaSince 14 April 2023

Examinations

Series 6617 October 2018
Name
Uniform Combined State Law Examination
SIECredited
Name
Securities Industry Essentials Examination
Series 534 November 2016
Name
Municipal Securities Principal Examination
Series 527 October 2016
Name
Municipal Securities Representative Examination
Series 2427 June 2016
Name
General Securities Principal Examination
Series 74 March 2016
Name
General Securities Representative Examination

Key facts

Full name
Bernard Vincent McManus
CRD
6583172
Office
373 TIMBERLINE PARKWAY, Vienna, WV 26105
Registration
Investment adviser registration
In the industry since
March 2016
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Bernard McManus work?

Bernard McManus is an investment adviser representative registered through Commonwealth Financial Services, LLC. since April 2023, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Bernard McManus a financial advisor?

Yes. Bernard McManus has a current investment-adviser registration in West Virginia, through Commonwealth Financial Services since April 2023.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Bernard McManus have?

Bernard McManus has 10 years in the financial industry, since March 2016, across 4 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Bernard McManus passed?

Bernard McManus has passed 5 licensing exams: the Series 7, Series 24, Series 52, Series 53 and Series 66. The earliest, the Series 7, was passed in March 2016. FINRA credited Bernard McManus with the SIE, which began in October 2018.

Source: IAPD individual record, checked 24 October 2026

Where did Bernard McManus work before Commonwealth Financial Services?

Before Commonwealth Financial Services, Bernard McManus was registered through Arbor Point Advisors, August 2022 to April 2023; J.P. Morgan Securities LLC, October 2018 to July 2022; United Brokerage Services Inc, July 2016 to September 2018.

Source: IAPD individual record, checked 24 October 2026

Where is Bernard McManus based?

Bernard McManus’ registered office is in Vienna, WV.

Source: IAPD individual record, checked 24 October 2026

Is Bernard McManus registered with FINRA?

No. Bernard McManus has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Bernard McManus’ record?

Search CRD 6583172 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bernard McManus’ full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Commonwealth Financial Services

Sources

  1. IAPD individual record, CRD 6583172, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Commonwealth Financial Services, LLC., filed 24 August 2026. Executive officers and direct owners; this person is not among them.