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Nicholas Stuart Bernhardt

Investment Adviser Representative at ALIGN ADVISOR GROUP, LLC

Vineland, NJCRD #6126671Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
15 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 15 states
CaliforniaColoradoConnecticutFloridaGeorgiaIdahoIllinoisMissouriNevadaNew JerseyNew YorkPennsylvaniaSouth CarolinaTexasUtah
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/7/2016
Series 63
Uniform Securities Agent State Law Examination
Passed 5/4/2016
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/7/2015

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Source

Align Advisor Group, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ALIGN ADVISOR GROUP, LLCCurrent
9/25/2025 – Vineland, NJ
LPL FINANCIAL LLC
12/4/2025 – 3/4/2026Vineland, NJ
LPL FINANCIAL LLC
10/12/2016 – 12/2/2025Vineland, NJ

Official records & sources

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

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ALIGN ADVISOR GROUP, LLC

1 other advisor in the directory

Ryan Francis Lomangino
Investment Adviser Representative
Dual-registered
View ALIGN ADVISOR GROUP, 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. Nicholas Stuart Bernhardt 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.