Adviser and broker representative · Robert W. Baird & Co. Incorporated
Larry E. Bernstein
CRD 1780260 · West Palm Beach, FL
At a glance
Larry E. Bernstein is an investment adviser representative with Robert W. Baird & Co. Incorporated in West Palm Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Larry’s SEC record dates to 1994, about 32 years ago. Larry is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Robert W. Baird & Co. IncorporatedSince February 2017West Palm Beach, FL · $394B in regulatory assets
SEC adviser record
- Registered since
- 1994 (32 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Larry’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.