# MARCELO DANIEL BERNARDO

MARCELO DANIEL BERNARDO is an investment adviser representative (IAR) with state registration records since 2001, appearing at 7 firms. Currently registered with CWM, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CWM, LLC](https://search.stillhousedata.com/firm/155344) | 2020-10-19 | present | Yes |
| [APPLIED FINANCIAL PLANNING, INC.](https://search.stillhousedata.com/firm/136834) | 2009-12-10 | 2020-11-03 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2008-09-12 | 2020-10-21 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2007-05-29 | 2008-09-26 | — |
| [CITICORP INVESTMENT SERVICES](https://search.stillhousedata.com/firm/23988) | 2006-04-03 | 2007-05-29 | — |
| [CUNA BROKERAGE SERVICES, INC.](https://search.stillhousedata.com/firm/13941) | 2004-02-12 | 2006-02-23 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2001-01-16 | 2004-01-29 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2248872)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2248872.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.