Osaic Wealth
41yrs
Top 3% by experience in New York
42yrs
William Bernstein is a fiduciary financial advisor in Dix Hills, New York, with 42 years in the industry. William joined LPL Financial in 2021, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 20 advisors with offices in Dix Hills, and one of 12 fiduciaries.
At a glance
Experience42 years (since 1984)
How that compares ?Top advisor by experience in Dix Hills
OfficeDix Hills, NY
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowLPL Financial LLCCurrent firm
Contact William
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for William. Dix Hills, NYOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call LPL Financial at (704) 733-3300 and ask for William Bernstein. William works from the Dix Hills, NY office.
How long has William been a financial advisor?
William has been in the industry since 1984, about 42 years. Top advisor by experience in Dix Hills.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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