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Registered advisor
M•••••• B••••••••
Feed of 09/14/2026
Also filed as William Michael Morrisson Bernstein
At current firm
8 y
since Feb 1, 2018
In the industry
11 y
since Apr 1, 2015 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- A••••• A•• P••••••• S••••••• BD affiliated currentsince Feb 1, 2018 · Iselin, Nj
- M•• I•••••••• S•••••••• L•• BD affiliatedMar 25, 2017 to May 18, 2017 · East Hills, Ny
- M•• F•••••••• S•••••••• I••• formerAug 6, 2015 to Mar 25, 2017 · East Hills, Ny
Moves
a registration end followed by a registration begin elsewhere
- M•• I•••••••• S•••••••• L•• to A••••• A•• P••••••• S•••••••left May 18, 2017, registered Feb 1, 2018 (259 days) · Other
- M•• F•••••••• S•••••••• I••• to M•• I•••••••• S•••••••• L••left Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address