David Stephen Bernstein
Financial advisor at Connecticut Cambridge Advisors · Southport, CT
Last updated 2026-10-10
Claim your profileDavid Stephen Bernstein is a financial advisor at Connecticut Cambridge Advisors in Southport, CT, CRD 2003874. Licenses and exams on the registration: Series 65. IAPD registration began 2010-05-19.
Registration
- CRD number
- 2003874
- Registration status
- Active
- IAPD registration
- 2010-05-19
- Industry Experience
- 16 years
- Work Experience
- 29 years
- States registered
- CT
Licenses and exams
- Series 65
Designations
- CFP®
Work history
- 1997-04 to Present · Ct Cambridge Advisors · Fairfield, CT
Current employment
- Connecticut Cambridge Advisors · Southport, CT
About
David Stephen Bernstein is a CFP® financial advisor at Connecticut Cambridge Advisors in Southport, CT. Reported securities licenses include Series 65. The latest record indicates 16 years of industry experience and 29 years of reported work history. Reported roles include Ct Cambridge Advisors.
Location
Southport, CT
Official record
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