Tiffany Benfield has been Chief Operating Officer of Bernardo Wealth Planning since May 2025, is not listed as a control person, but directly owns under 5% of the firm.
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.
No adviser firm registrations are on Tiffany Benfield’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 27 | Financial and Operations Principal Examination | 28 October 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 15 June 2009 |
- Name
- Operations Professional Examination
- Name
- Financial and Operations Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Tiffany Ann Benfield
- CRD
- 5667366
- Firm
- Bernardo Wealth Planning · CRD 288705
- Role
- Chief Operating Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Tiffany Benfield work?
Tiffany Benfield has been Chief Operating Officer of Bernardo Wealth Planning, LLC since May 2025.
Does Tiffany Benfield have a current investment-adviser registration?
Tiffany Benfield has no current investment-adviser or broker registration.
What exams has Tiffany Benfield passed?
Tiffany Benfield has passed 3 licensing exams: the Series 7, Series 27 and Series 99TO. The earliest, the Series 7, was passed in June 2009. FINRA credited Tiffany Benfield with the SIE, which began in October 2018.
Is Tiffany Benfield registered with FINRA?
No. Tiffany Benfield has no current broker registration.
How can I verify Tiffany Benfield’s record?
Search CRD 5667366 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tiffany Benfield’s full registration record.
- Ashleigh SwayzeChief Compliance Officer
- Nicholas BernardoManaging Partner