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.

Current firm

SILVERBERG BERNSTEIN CAPITAL MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 27, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S66

First exam

Mar 27, 1996

First registration

Jan 29, 2018

Dual registered

yes, broker-dealer

Other names

JEFF BERNSTEIN|JEFFREY M BERNSTEIN|Jeffrey Milton Bernstein|Jeffrey Bernstein

IAPD individual key

2717893

• Occurred

  Aug 10, 2023
  Advisor changed firm

  Jeffrey Milton Bernstein left Cowen Prime Advisors Llc for Silverberg Bernstein Capital Management (registered 2023-07-07)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8258eca8-7597-3d4f-6227-3aadefa6ee2f

First observed

Jan 29, 2018

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.