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Bernard Irving Bostwick

Investment Adviser Representative at Faithward Advisors, LLC

Lancaster, PACRD #4327954Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Bernard Irving Bostwick is an investment adviser representative with Faithward Advisors, LLC in Lancaster, PA, where they have been registered since 2007. They have worked in the securities industry since 2001 and have been registered with 3 firms, including Sevenoneseven Capital Management and AXA Advisors, LLC. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida, Louisiana, Pennsylvania, and Texas.

Office

1755 Oregon Pike
Lancaster, PA 17601

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Louisiana, Pennsylvania, Texas
Broker:
41 states and territories

Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Vermont, Virginia, Washington, West Virginia, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/22/2002
Series 63
Uniform Securities Agent State Law Examination
Passed 1/5/2001
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/31/2002
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/5/2001
Series 24
General Securities Principal Examination
Passed 11/27/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Faithward Advisors, LLCCurrent
1/10/2007 – Lancaster, PA
Sevenoneseven Capital Management
10/8/2019 – 6/29/2020Lancaster, PA
AXA Advisors, LLC
8/20/2002 – 9/6/2011Lancaster, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Ambassador Advisors, LLC
    Jan 2007 – Dec 2023Lancaster, PA
  2. American Portfolios Financial Services, Inc.
    Sep 2011 – Oct 2024Holbrook, NY
  3. Sevenoneseven Capital Management, LLC
    May 2019 – Jun 2020Lancaster, PA
  4. Faithward Advisors, LLC
    Dec 2023 – no end date reportedLancaster, NY
  5. Osaic Wealth, Inc.
    Oct 2024 – no end date reportedLancaster, PA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Faithward Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
19
Offices listed on AdvisorFinder:
5
Main office:
Lancaster, PA
SEC file number:
801-61471

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 27, 2026

View full firm profile

Other advisors at Faithward Advisors, LLC

Showing 12 of 19 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bernard Irving Bostwick has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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