Nicholas Bernardo has been Managing Partner of Bernardo Wealth Planning since May 2017, is a control person of the firm and directly owns 75% or more of it. Nicholas Bernardo holds a Bachelor of Arts in Business Management from Juniata College.
Bernardo Wealth Planning, LLC is a Harleysville, PA firm with $866M under management, 801 clients and 7 advisers in one office, as of its March 2026 filing.
Nicholas A. Bernardo is with WellFull, based in Harleysville, Pennsylvania. Bernardo began working in financial services with Merrill Lynch in 2006. He specializes in financial and estate planning, manages WellFull's overall business and is responsible for the growth of the Bernardo team.
Nicholas Bernardo’s longest registration is the current one, 9 years at Bernardo Wealth Planning since 2017. Before joining Bernardo Wealth Planning in 2017, Nicholas Bernardo was registered through Platinum Wealth Partners and Morgan Stanley.
- Platinum Wealth Partners– · 1 yearSkippak, PA · Adviser representative · Firm CRD 145507
- Morgan Stanley– · 7 yearsBlue Bell, PA · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · under a yearBlue Bell, PA · Adviser representative · Firm CRD 8209
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearBlue Bell, PA · Adviser representative · Firm CRD 7691
Professional designations
Listed by Bernardo Wealth Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Nicholas Bernardo is registered as an investment adviser representative in Pennsylvania, since September 2017.
- PennsylvaniaSince 6 September 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 May 2007 |
| Series 7 | General Securities Representative Examination | 1 March 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nicholas Anthony Bernardo
- CRD
- 5246863
- Firm
- Bernardo Wealth Planning · CRD 288705
- Role
- Managing Partner
- Office
- 272 RUTH ROAD, Harleysville, PA 19438
- Registration
- Investment adviser registration
- In the industry since
- June 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wellfull.io
Where does Nicholas Bernardo work?
Nicholas Bernardo has been Managing Partner of Bernardo Wealth Planning, LLC since May 2017, and is a control person of the firm.
Is Nicholas Bernardo a financial advisor?
Yes. Nicholas Bernardo has a current investment-adviser registration in Pennsylvania, through Bernardo Wealth Planning since September 2017.
How many years of experience does Nicholas Bernardo have?
Nicholas Bernardo has 19 years in the financial industry, since June 2007, across 5 adviser firms.
What exams has Nicholas Bernardo passed?
Nicholas Bernardo has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2007. FINRA credited Nicholas Bernardo with the SIE, which began in October 2018.
Where did Nicholas Bernardo work before Bernardo Wealth Planning?
Before Bernardo Wealth Planning, Nicholas Bernardo was registered through Morgan Stanley, June 2009 to June 2016; Morgan Stanley & Co. Incorporated, January 2009 to June 2009; Merrill Lynch, Pierce, Fenner & Smith Incorporated, May 2007 to January 2009.
Where is Nicholas Bernardo based?
Nicholas Bernardo’s registered office is in Harleysville, PA.
Is Nicholas Bernardo registered with FINRA?
No. Nicholas Bernardo has no current broker registration.
Is Nicholas Bernardo a CFP?
Bernardo Wealth Planning lists Nicholas Bernardo with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Nicholas Bernardo’s record?
Search CRD 5246863 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicholas Bernardo’s full registration record.
- Tiffany BenfieldChief Operating Officer
- Ashleigh SwayzeChief Compliance Officer