AdFi
GB

Gary Bruce Berdoff

Investment Adviser Representative at NORTHSTAR FIDUCIARY PARTNERS, LLC

East Brunswick, NJCRD #1401600Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
New Jersey
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/1/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 4/28/1986
Series 7
General Securities Representative Examination
Passed 8/17/1985

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Source

Northstar Fiduciary Partners, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NORTHSTAR FIDUCIARY PARTNERS, LLCCurrent
8/31/2023 – East Brunswick, NJ
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC
2/15/2019 – 8/17/2023East Brunswick, NJ
ACUITY WEALTH MANAGEMENT, LLC
10/28/2013 – 8/10/2018Hopewell, NJ
OPTIMAL CAPITAL ADVISORS, LLC
8/16/2012 – 8/28/2013Traverse City, MI
MORGAN STANLEY SMITH BARNEY LLC
7/19/2011 – 5/2/2012New Brunswick, NJ
LINCOLN INVESTMENT PLANNING, INC
1/4/2010 – 1/13/2010Cranford, NJ
VALLEY FORGE ASSET MANAGEMENT CORP.
12/4/2006 – 1/17/2007Wilmington, DE

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at NORTHSTAR FIDUCIARY PARTNERS, LLC

1 other advisor in the directory

William Roger Branch
Investment Adviser Representative
Dual-registered
View NORTHSTAR FIDUCIARY PARTNERS, LLC firm profile
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. Gary Bruce Berdoff 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.

Gary Bruce Berdoff - Financial Advisor in East Brunswick, NJ | AdvisorFinder