George Bernard has been CEO, President, Chief Compliance Officer, and Treasurer of HealthView Asset Management since August 2006, is a control person of the firm and directly owns under 5% of it.
Healthview Asset Management, Inc. is a Pittsburgh, PA firm with $104M under management, 180 clients and 2 advisers across 2 offices, as of its September 2026 filing.
George Bernard’s longest registration was 19 years at Healthview Asset Management, Inc. (2006–2026).
- Bennington Asset Management, LLCAlso current– present · under a yearPittsburgh, PA · Adviser representative · Firm CRD 342574
- – · 19 yearsPittsburgh, PA · Adviser representative · Firm CRD 141884
- Investors Capital Advisory– · 1 yearPittsburgh, PA · Adviser representative · Firm CRD 30613
- Eastern Point Advisors Inc.– · 2 yearsPittsburgh, PA · Adviser representative · Firm CRD 107123
- Veravest Investment Advisors, Inc.– · under a yearPittsburgh, PA · Adviser representative · Firm CRD 105796
Investment adviser representative registrations
George Bernard is registered as an investment adviser representative in Pennsylvania, since September 2026.
- PennsylvaniaSince 16 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 26 November 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 February 1996 |
| Series 24 | General Securities Principal Examination | 6 January 1995 |
| Series 41 | NYSE Allied Member Examination | 20 October 1984 |
| PC | AMEX Put and Call Exam | 4 October 1983 |
| Series 7 | General Securities Representative Examination | 19 February 1977 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- NYSE Allied Member Examination
- Name
- AMEX Put and Call Exam
- Name
- General Securities Representative Examination
- CRD
- 833856
- Firm
- HealthView Asset Management · CRD 141884
- Role
- CEO, President, Chief Compliance Officer, and Treasurer
- Registration
- Investment adviser registration
- In the industry since
- September 1977
- Disciplinary history
- Not yet shown here · SEC record
Where does George Bernard work?
George Bernard has been CEO, President, Chief Compliance Officer, and Treasurer of Healthview Asset Management, Inc. since August 2006, and is a control person of the firm.
Is George Bernard a financial advisor?
Yes. George Bernard has a current investment-adviser registration in Pennsylvania.
How many years of experience does George Bernard have?
George Bernard has 49 years in the financial industry, since September 1977, across 5 adviser firms.
What exams has George Bernard passed?
George Bernard has passed 6 licensing exams: the Series 7, PC, Series 41, Series 24, Series 63 and Series 65. The earliest, the Series 7, was passed in February 1977. FINRA credited George Bernard with the SIE, which began in October 2018.
Where was George Bernard previously registered as an investment adviser?
George Bernard has past investment-adviser registrations through Healthview Asset Management, Inc., December 2006 to September 2026; Investors Capital Advisory, June 2005 to November 2006; Eastern Point Advisors Inc., February 2003 to June 2005; Veravest Investment Advisors, Inc., September 2002 to February 2003, across 5 firms.
Is George Bernard registered with FINRA?
No. George Bernard has no current broker registration.
How can I verify George Bernard’s record?
Search CRD 833856 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes George Bernard’s full registration record.