# BERNSTEIN DANIEL ADAM

BERNSTEIN DANIEL ADAM appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 120 filing roles across Form ADV (120).

## Filings (120)

_Showing 50 of 120 filing roles._

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [MALAGA COVE CAPITAL, LLC](https://search.stillhousedata.com/firm/146959) | CHIEF COMPLIANCE OFFICER | PALOS VERDES ESTATES, CA |
| — | Form ADV | [EMERALD ADVISORS, LLC](https://search.stillhousedata.com/firm/305125) | CHIEF COMPLIANCE OFFICER | BELLEVUE, WA |
| — | Form ADV | [GRAVES LIGHT LENHART WEALTH, INC.](https://search.stillhousedata.com/firm/298283) | CHIEF COMPLIANCE OFFICER | HARRISONBURG, VA |
| — | Form ADV | [JPL WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/328474) | CHIEF COMPLIANCE OFFICER | GREENWOOD VILLAGE, CO |
| — | Form ADV | [SECOND LINE CAPITAL, LLC](https://search.stillhousedata.com/firm/324386) | CHIEF COMPLIANCE OFFICER | METAIRIE, LA |
| — | Form ADV | [SAMALIN INVESTMENT COUNSEL, LLC](https://search.stillhousedata.com/firm/142214) | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | CHAPPAQUA, NY |
| — | Form ADV | [CALLAN CAPITAL, LLC](https://search.stillhousedata.com/firm/142527) | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | LA JOLLA, CA |
| — | Form ADV | [UPTICK PARTNERS, LLC](https://search.stillhousedata.com/firm/324250) | CHIEF COMPLIANCE OFFICER | NACOGDOCHES, TX |
| — | Form ADV | [MARKS WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/310534) | CHIEF COMPLIANCE OFFICER | ELLICOTT CITY, MD |
| — | Form ADV | [WATERSTONE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/139265) | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | SOMERSET, NJ |
| — | Form ADV | [KFA PRIVATE WEALTH GROUP, LLC](https://search.stillhousedata.com/firm/281678) | CHIEF COMPLIANCE OFFICER | TYSON, VA |
| — | Form ADV | [TORREY GROWTH & INCOME ADVISORS, LLC](https://search.stillhousedata.com/firm/139940) | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | DEL MAR, CA |
| — | Form ADV | [DDFG, INC](https://search.stillhousedata.com/firm/317862) | CHIEF COMPLIANCE OFFICER | THOUSAND OAKS, CA |
| — | Form ADV | [FINIVI INC.](https://search.stillhousedata.com/firm/292329) | CHIEF COMPLIANCE OFFICER | WESTBOROUGH, MA |
| — | Form ADV | [FOUNDERS GROVE WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/331352) | CHIEF COMPLIANCE OFFICER | RICHMOND, VA |
| — | Form ADV | [SEVENBRIDGE FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/281037) | CHIEF COMPLIANCE OFFICER | HARRISBURG, PA |
| — | Form ADV | [MCCOLLUM CHRISTOFERSON GROUP, LLC](https://search.stillhousedata.com/firm/268812) | MANAGER/CHIEF COMPLIANCE OFFICER | AMHERST, NY |
| — | Form ADV | [HILLTOP WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/283014) | CHIEF COMPLIANCE OFFICER | CHAPEL HILL, NC |
| — | Form ADV | [TRUWEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/306876) | CHIEF COMPLIANCE OFFICER | METAIRIE, LA |
| — | Form ADV | [OLD MISSION INVESTMENT COMPANY, LLC](https://search.stillhousedata.com/firm/140381) | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | TRAVERSE CITY, MI |
| — | Form ADV | [CURATED WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/297852) | CHIEF COMPLIANCE OFFICER | EL SEGUNDO, CA |
| — | Form ADV | [BOGART WEALTH, LLC](https://search.stillhousedata.com/firm/283886) | CHIEF COMPLIANCE OFFICER | MCLEAN, VA |
| — | Form ADV | [MA PRIVATE WEALTH, LLC](https://search.stillhousedata.com/firm/291366) | CHIEF COMPLIANCE OFFICER | SAN CARLOS, CA |
| — | Form ADV | [U.S. WEALTH GROUP, LLC](https://search.stillhousedata.com/firm/141062) | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | WOODBURY, NY |
| — | Form ADV | [POWELL FINANCIAL, INC.](https://search.stillhousedata.com/firm/144230) | PRESIDENT / CHIEF COMPLIANCE OFFICER | CORNELIUS, NC |
| — | Form ADV | [SAGE MOUNTAIN ADVISORS, LLC](https://search.stillhousedata.com/firm/298593) | CHIEF COMPLIANCE OFFICER | ATLANTA, GA |
| — | Form ADV | [OPAL WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/289759) | CHIEF COMPLIANCE OFFICER | JERICHO, NY |
| — | Form ADV | [SAIPH CAPITAL, LLC](https://search.stillhousedata.com/firm/312119) | CHIEF COMPLIANCE OFFICER | WYCKOFF, NJ |
| — | Form ADV | [INTELLECTUS PARTNERS, LLC](https://search.stillhousedata.com/firm/173140) | CHIEF COMPLIANCE OFFICER | SAN FRANCISCO, CA |
| — | Form ADV | [REQUISITE CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/283107) | CHIEF COMPLIANCE OFFICER | DALLAS, TX |
| — | Form ADV | [TRUEMAN BROWN, LLC](https://search.stillhousedata.com/firm/141602) | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | LAKE ZURICH, IL |
| — | Form ADV | [BLUEPOINTE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/140262) | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | MENLO PARK, CA |
| — | Form ADV | [FLORENCE CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/281038) | CHIEF COMPLIANCE OFFICER | — |
| — | Form ADV | [CAPITAL INVESTMENT COUNSEL, LLC](https://search.stillhousedata.com/firm/328472) | CHIEF COMPLIANCE OFFICER | DENVER, CO |
| — | Form ADV | [XML FINANCIAL, LLC](https://search.stillhousedata.com/firm/284987) | CHIEF COMPLIANCE OFFICER | BETHESDA, MD |
| — | Form ADV | [ICW INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/135081) | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | SCOTTSDALE, AZ |
| — | Form ADV | [INTEGRATED INVESTMENT CONSULTANTS, LLC](https://search.stillhousedata.com/firm/175299) | MANAGER/CHIEF COMPLIANCE OFFICER | BLOOMFIELD HILLS, MI |
| — | Form ADV | [VANTAGE FINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/315828) | CHIEF COMPLIANCE OFFICER | ELM GROVE, WI |
| — | Form ADV | [KOM WEALTH MANAGEMENT GROUP, LLC](https://search.stillhousedata.com/firm/142682) | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | APPLETON, WI |
| — | Form ADV | [STENGER FAMILY OFFICE, LLC](https://search.stillhousedata.com/firm/325089) | CHIEF COMPLIANCE OFFICER | NAPERVILLE, IL |
| — | Form ADV | [RICKETTS FINANCIAL, LLC](https://search.stillhousedata.com/firm/309381) | CHIEF COMPLIANCE OFFICER | LOUISVILLE, KY |
| — | Form ADV | [DILLOW WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/313192) | CHIEF COMPLIANCE OFFICER | OAK BROOK, IL |
| — | Form ADV | [RHAME & GORRELL WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/283027) | CHIEF COMPLIANCE OFFICER | THE WOODLANDS, TX |
| — | Form ADV | [TSG ADVICE PARTNERS, LLC](https://search.stillhousedata.com/firm/305999) | CHIEF COMPLIANCE OFFICER | COLUMBUS, OH |
| — | Form ADV | [ELEMENT POINTE ADVISORS, LLC](https://search.stillhousedata.com/firm/282750) | CHIEF COMPLIANCE OFFICER | MIAMI, FL |
| — | Form ADV | [REVOLVE WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/286643) | CHIEF COMPLIANCE OFFICER | HACKENSACK, NJ |
| — | Form ADV | [SPINNAKER INVESTMENT GROUP, LLC](https://search.stillhousedata.com/firm/283414) | CHIEF COMPLIANCE OFFICER | NEWPORT BEACH, CA |
| — | Form ADV | [KMG FIDUCIARY PARTNERS, LLC](https://search.stillhousedata.com/firm/298331) | CHIEF COMPLIANCE OFFICER | TOLEDO, OH |
| — | Form ADV | [REGIMEN WEALTH, LLC](https://search.stillhousedata.com/firm/309672) | CHIEF COMPLIANCE OFFICER | ATLANTA, GA |
| — | Form ADV | [BALLAST ADVISORS, LLC](https://search.stillhousedata.com/firm/285991) | CHIEF COMPLIANCE OFFICER | WOODBURY, MN |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.