RA
Ronald A Bernstein
CRD 5026816
Certified Financial Planner
Personal Financial Specialist
Firms
| Firm | Role | As of |
|---|---|---|
| Prism Planning Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Prism Planning Partners, Llc
Managing Member · 50% – 75% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗