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RIA / WealthAdvisor10 years in industry

Zachary Scott Bernsdorf

Advisor at ASPIRE CAPITAL MANAGEMENT, LLC

COLUMBUS, OH

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Search this name across graphsid dfx:ria:78de40f7-1217-5e79-cbbd-82ee11b92373

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 25, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASPIRE CAPITAL MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 18, 2017
First registration: Jan 25, 2017
Dual registered: no
Other names: Zachary Bernsdorf|Zack Bernsdorf
IAPD individual key: 6624613

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASPIRE CAPITAL MANAGEMENT, LLC	State registered	Jan 21, 2026	n/a	yes	COLUMBUS, OH	Current employment
MORGAN STANLEY	Wirehouse	Feb 21, 2023	Jun 10, 2025	no	Columbus, OH\|Columbus, OH\|Columbus, OH\|Dublin, OH	Previous registration
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Mar 18, 2019	Feb 7, 2023	no	COVINGTON, KY\|Birmingham, AL\|Cincinnati, OH	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Jan 25, 2017	Mar 4, 2019	no	Westerville, OH\|WESTERVILLE, OH\|WESTERVILLE, OH\|WESTERVILLE, OH\|WESTERVILLE, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	ASPIRE CAPITAL MANAGEMENT, LLC	Jun 10, 2025	Jan 21, 2026	225	Firm change	Wirehouse to state RIA
CONCOURSE FINANCIAL GROUP ADVISORS	MORGAN STANLEY	Feb 7, 2023	Feb 21, 2023	14	Firm change	Ibd to wirehouse
J.P. MORGAN SECURITIES LLC	CONCOURSE FINANCIAL GROUP ADVISORS	Mar 4, 2019	Mar 18, 2019	14	Firm change	Wirehouse to ibd

Relationships

Registered with (4)

→ ASPIRE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 21, 2026 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Feb 21, 2023 to Jun 10, 2025factForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
Mar 18, 2019 to Feb 7, 2023factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Jan 25, 2017 to Mar 4, 2019factForm ADV

Dated events

Occurred
Jun 10, 2025
Advisor changed firm
Zachary Scott Bernsdorf left Morgan Stanley for Aspire Capital Management, Llc (registered 2026-01-21)
Form ADVobserved 6 days ago
Occurred
Feb 7, 2023
Advisor changed firm
Zachary Scott Bernsdorf left Concourse Financial Group Advisors for Morgan Stanley (registered 2023-02-21)
Form ADVobserved 6 days ago