MA
Mark A Bernazzani
CRD 5566001
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| My Personal Cfo, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
My Personal Cfo, Llc
Managing Member, Chief Executive Officer, And Chief Compliance Officer · 75% or more · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗