Morgan Stanley
47yrs
Top advisor by experience in New York
3yrs
Michael Bernstein
Financial advisor at Lionshead Wealth Management
Michael Bernstein is a financial advisor in New York, New York, with 3 years in the industry. Michael joined Lionshead Wealth Management in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Michael holds the CFP® designation.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office250 West 55th Street 17th Floor, New York, NY 10019
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.14 million
Advisors at the firm4
States licensed ?1 state
Services through Lionshead Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2023 – nowLionshead Wealth Management, LLCCurrent firm
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Michael
How do I contact Michael?
Call Lionshead Wealth Management at (212) 967-5466 and ask for Michael Bernstein. Michael works from the New York, NY office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Michael hold?
No exams are listed on the official record.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Lionshead Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Michael 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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