# GARY BRUCE BERDOFF

GARY BRUCE BERDOFF is an investment adviser representative (IAR) with state registration records since 2006, appearing at 7 firms. Currently registered with NORTHSTAR FIDUCIARY PARTNERS, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [NORTHSTAR FIDUCIARY PARTNERS, LLC](https://search.stillhousedata.com/firm/284994) | 2024-02-14 | present | Yes |
| [MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/117868) | 2019-02-15 | 2023-08-17 | — |
| [ACUITY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/168662) | 2013-10-28 | 2018-08-10 | — |
| [OPTIMAL CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/144719) | 2012-08-16 | 2013-08-28 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2011-07-19 | 2012-05-02 | — |
| [LINCOLN INVESTMENT PLANNING, LLC](https://search.stillhousedata.com/firm/519) | 2010-01-04 | 2010-01-13 | — |
| [VALLEY FORGE ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/7438) | 2006-12-04 | 2007-01-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1401600)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1401600.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
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