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Christopher Paul Bernard

Chief Compliance Officer, Director, Vice President, ShareholderBernard Caroli Wealth Management Inc.CRD 4887587

About Christopher Paul Bernard

Christopher Paul Bernard is listed as Chief Compliance Officer, Director, Vice President, Shareholder at Bernard Caroli Wealth Management Inc. in Rumson, NJ. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Bernard Caroli Wealth Management Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Christopher Paul Bernard work?

Christopher Paul Bernard is listed as Chief Compliance Officer, Director, Vice President, Shareholder at Bernard Caroli Wealth Management Inc. on SEC Form ADV.

How much of Bernard Caroli Wealth Management Inc. does Christopher Paul Bernard own?

Form ADV reports a beneficial ownership band of 25-50%.

Bernard Caroli Wealth Management Inc.

TitleChief Compliance Officer, Director, Vice President, Shareholder
Ownership25-50%
Control personYes
Since2009
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