Bernard Surovsky

from Measured Risk Portfolios
SEC regulated
Regulated Investment Advisor
Bernard Surovsky is a financial advisor based in California, San Diego, with 28 years of experience. Bernard currently works for Measured Risk Portfolios. Bernard maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Bernard Surovsky works at Measured Risk Portfolios
Measured Risk Portfolios is a financial advisory firm based in San Diego, California. It currently has approximately $233,897,706 of assets under management and employs about 6 people. Measured Risk Portfolios uses a fee structure of a percentage of assets under your management, hourly charges and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
19 years
Fee structure
A percentage of assets under your management, hourly charges and performance-based fees
Office location
5230 Carroll Canyon Road, #224, San Diego, California, 92121

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