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Lawrence Albert Bernert III

Investment Adviser Representative at CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Norfolk, VACRD #2386213Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
3 states
Exams Passed
3

Professional summary

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

Lawrence Albert Bernert has worked in the securities industry since 1998. They are registered to provide investment advisory services in North Carolina, Texas, and Virginia.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
North CarolinaTexasVirginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/22/1994
Series 63
Uniform Securities Agent State Law Examination
Passed 10/6/1993
Series 7
General Securities Representative Examination
Passed 10/6/1993

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $5 million1.00%
Next $5 million0.75%
Above $10 million0.50%
Source

Clearstead; Clearstead Advisory Solutions Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONSCurrent
5/6/2024Norfolk, VA
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
12/14/19985/6/2024Norfolk, VA

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Lawrence Albert Bernert III 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.

Lawrence Albert Bernert III - Financial Advisor in Norfolk, VA | AdvisorFinder