Cedric Bernier
Advisor at Dunhill Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
13 years
Location
Remote
Dunhill Financial
Team
Total advisors
5Clients per advisor
198 Very HighAvg AUM per client
$604,960 LowHNW client ratio
11% Very LowAbout
Cedric Bernier is a financial advisor at Dunhill Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Beacon Global Advisor Network, Harrison Brook, and Wells Fargo Advisors. Dunhill Financial serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses by providing portfolio management, financial planning, and model portfolio services. The firm combines traditional discretionary management with a hybrid robo-advisory platform and serves a significant non-U.S. client base through affiliated foreign-registered advisers and multiple offices.
Client services
Based on Dunhill Financial
Financial planning
Portfolio management
Selection of other advisers
Trustee
Fee options
< $400,000 - < $400,000: $5,000 minimum fee $400,000 - $1,000,000: 1.25% $1,000,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.50% > $10,000,000+: $50,000 fixed fee
Minimum fee: $5,000 minimum for accounts under $400,000
Most active in
Cedric B has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
13 years of industry experience
Dunhill Financial, LLC
2025 - Present • 1 year
Biarritz
Beacon Global Advisor Network, LLC
2022 - 2025 • 3 years
Villeneuve-Loubet
Harrison Brook
2022 - 2025 • 3 years
Villeneuve-Loubet
Wells Fargo Clearing
2016 - 2022 • 6 years
Scottsdale, AZ
Wells Fargo Advisors LLC
2013 - 2022 • 9 years
Scottsdale, AZ
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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