BERNARD C. KLEIN is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-09-09 | 2025-03-31 | — |
| EDWARD D. JONES & CO., L.P. | 2018-07-23 | 2020-01-10 | — |