David Bernstein
Connecticut Cambridge Advisors · Coral Gables, Florida
David Bernstein is a fee-only financial advisor at Connecticut Cambridge Advisors in Coral Gables, Florida, who holds the BS and CFP credentials. David charges an ongoing planning fee.
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Facts
| Firm | Connecticut Cambridge Advisors |
|---|---|
| Based in | Coral Gables, Florida |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Credentials | BS · CFP |
| SEC registration | Investment adviser representative in CT · CRD 2003874 |
| Exams passed | Series 65 (1994) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ctcambridgeadvisors.com |
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Questions about David
Is David Bernstein a fee-only financial advisor?
Yes. David Bernstein is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.
How does David charge for financial advice?
David charges an ongoing planning fee.
Where is David Bernstein based?
David Bernstein is based in Coral Gables, Florida.
What credentials does David Bernstein hold?
David Bernstein holds the BS and CFP credentials.
Is David Bernstein registered with the SEC?
Yes. David Bernstein is registered as an investment adviser representative in CT (CRD 2003874), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact David Bernstein?
Through David's website, ctcambridgeadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Connecticut Cambridge Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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