BERNARD CAROLI WEALTH MANAGEMENT INC. of RUMSON, NJ is an SEC-registered investment adviser (CRD 174761). Regulatory assets under management: $469.7M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Cummings David | DIRECTOR AND SHAREHOLDER | Atlanta, GA |
| Christopher Paul Bernard | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | — |
| John Arthur Caroli | DIRECTOR, PRESIDENT AND SHAREHOLDER | — |
| David Baker Schiff | DIRECTOR, SECRETARY AND SHAREHOLDER | — |
| Craig David Cummings | DIRECTOR AND SHAREHOLDER | — |
| BERNARD MICHAEL PAUL | CHIEF COMPLIANCE OFFICER, DIRECTOR, VICE PRESIDENT, SHAREHOLDER | — |
| CAROLI JOHN ARTHUR | DIRECTOR, PRESIDENT AND SHAREHOLDER | — |
| SCHIFF DAVID BAKER | DIRECTOR, SECRETARY AND SHAREHOLDER | — |