DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Steven Bernknopf
Certified Financial Planner
Feed of 09/14/2026
At current firm
3 y
since Nov 15, 2022
In the industry
39 y
since Oct 1, 1986 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Perigon Wealth Management, LLC independent RIA currentsince Nov 15, 2022 · Cranbury, Nj
- Pm Wealth Management, LLC formerMar 19, 2019 to Dec 19, 2022 · Cranbury, Nj
- Private Advisor Group, LLC BD affiliatedFeb 13, 2017 to Mar 14, 2019 · Morganville, Nj
- Saxony Capital Management, LLC independent RIANov 19, 2009 to Mar 3, 2017 · Morganville, Nj
- World Advisory Services formerOct 25, 2006 to Nov 13, 2009 · Morganville, Nj
Moves
a registration end followed by a registration begin elsewhere
- Pm Wealth Management, LLC to Perigon Wealth Management, LLCleft Dec 19, 2022, registered Nov 15, 2022 (-34 days) · RIA to RIA · moved with a team
- Private Advisor Group, LLC to Pm Wealth Management, LLCleft Mar 14, 2019, registered Mar 19, 2019 (5 days) · RIA to RIA · moved with a team
- Saxony Capital Management, LLC to Private Advisor Group, LLCleft Mar 3, 2017, registered Feb 13, 2017 (-18 days) · Other
- World Advisory Services to Saxony Capital Management, LLCleft Nov 13, 2009, registered Nov 19, 2009 (6 days) · Other
Signals
- Steven Bernknopf left Pm Wealth Management, Llc for Perigon Wealth Management, Llc (registered 2022-11-15)Dec 19, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address