Robert Bernard has been an investment adviser representative at Financial Sense Advisors since April 2011, and is not listed among the firm’s executive officers or direct owners.
Financial Sense Advisors, Inc. is a San Diego, CA firm with $836M under management, 597 clients and 8 advisers in one office, as of its August 2026 filing.
Robert Bernard’s longest registration is the current one, 15 years at Financial Sense Advisors since 2011. Before joining Financial Sense Advisors in 2011, Robert Bernard was registered through Morgan Stanley Smith Barney LLC and Morgan Stanley & Co. Incorporated.
- – present · 15 yearsJensen Beach, FL · Adviser representative · Firm CRD 111090
- Morgan Stanley Smith Barney LLC– · 1 yearSan Diego, CA · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · 2 yearsSan Diego, CA · Adviser representative · Firm CRD 8209
- Morgan Stanley– · 6 yearsSan Diego, CA · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Robert Bernard is registered as an investment adviser representative in 2 states. The first approvals date from April 2011; the most recent is Florida, in April 2022.
- CaliforniaSince 11 April 2011
- FloridaSince 22 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 25 February 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 October 1986 |
| Series 7 | General Securities Representative Examination | 15 March 1980 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Thomas Bernard
- CRD
- 705891
- Firm
- Financial Sense Advisors · CRD 111090
- Office
- Jensen Beach, FL
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1980
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Robert Bernard work?
Robert Bernard is an investment adviser representative registered through Financial Sense Advisors, Inc. since April 2011, and is not listed among the firm’s executive officers or direct owners.
Is Robert Bernard a financial advisor?
Yes. Robert Bernard has a current investment-adviser registration in California and Florida, through Financial Sense Advisors since April 2011.
How many years of experience does Robert Bernard have?
Robert Bernard has 46 years in the financial industry, since April 1980, across 4 adviser firms.
What exams has Robert Bernard passed?
Robert Bernard has passed 3 licensing exams: the Series 7, Series 63 and Series 31. The earliest, the Series 7, was passed in March 1980. FINRA credited Robert Bernard with the SIE, which began in October 2018.
Where did Robert Bernard work before Financial Sense Advisors?
Before Financial Sense Advisors, Robert Bernard was registered through Morgan Stanley & Co. Incorporated, April 2007 to June 2009; Morgan Stanley, June 2000 to April 2007.
Where is Robert Bernard based?
Robert Bernard’s registered office is in Jensen Beach, FL.
Is Robert Bernard registered with FINRA?
Yes. Robert Bernard has a current broker registration, under CRD 705891.
Source: FINRA BrokerCheck
How can I verify Robert Bernard’s record?
Search CRD 705891 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Bernard’s full registration record.