This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Robin Bernstein
Ambassador, Dominican Republic | Financial Disclosure »
Former Positions Outside Government
- Family Trust #1 Trustee
- Family Trust #2 Co-trustee
- Lincoln Financial Services Corporation Registered Representative
- MML Investors Services Registered Representative
- Mass Mutual Life Career agent and Unit Sales Manager
- Million Women Mentors Special Ambassador
- Richard S. Bernstein and Associates, Inc. President, Director (I have held other positions with Richard S. Bernstein and Associates, Inc, since February 1985; however, during the reporting period, I have only held the positions of President and Director.)
- Rizbur, Inc. Vice President, Director (I have held other positions with Rizbur, Inc. since March 1985; however, during the reporting period, I have only held the positions of Vice President and Director.)
- The Fite Group Real Estate Broker
Former Compensation Sources
- Mass Mutual Life Career agent and former Unit Sales Manager for life insurance sales and customer service for Mass Mutual Life in detached W. Palm Beach, Florida office
- Richard S. Bernstein & Associates, Inc. President and Director of Marketing for life and health insurance brokerage agency. Duties involve life insurance sales, marketing and strategic planning for the firm.
Employment Assets
| Description | Value | Income |
|---|---|---|
| Lincoln National Annuity (fixed) | $15,001 - $50,000 | $1,001 - $2,500 |
| Jackson National Annuity (fixed) | $50,001 - $100,000 | $2,501 - $5,000 |
| Richard S. Bernstein and Associates, Inc. (life and health insurance brokerage firm ) | $133,795 | |
| The Fite Group (Real estate sales and rentals) | $2,810 | |
| Mass Mutual Life | $40,612 | |
| Health Savings Account (cash) | $15,001 - $50,000 | None (or less than $201) |
| Richard S. Bernstein & Associates, Inc. 401k Plan | ||
| American Century Mid Cap Value Fund | $100,001 - $250,000 | $15,001 - $50,000 |
| Oppenheimer Global Opportunities Fund | $100,001 - $250,000 | $2,501 - $5,000 |
| Mass Mutual S&P 500 Index Fd | $100,001 - $250,000 | $1,001 - $2,500 |
| Columbia Midcap Index Fd | $100,001 - $250,000 | $2,501 - $5,000 |
| MassMutual Defined Benefit Plan | $15,001 - $50,000 | $1,001 - $2,500 |
| Mass Mutual Defined Contribution Thrift Plan | ||
| Oppenheimer International Growth Fund | $1,001 - $15,000 | $201 - $1,000 |
| MassMutual Sel MidCap Growth Equity II Fund | $1,001 - $15,000 | $1,001 - $2,500 |
| MassMutual Select Eq Opps Fund | $1,001 - $15,000 | $201 - $1,000 |
| Vanguard Extended Market Index Fund | $1,001 - $15,000 | None (or less than $201) |
| MM S & P Mid Cap Index | None (or less than $1,001) | $1,001 - $2,500 |
| Mass Mutual Premier High Yield | None (or less than $1,001) | $201 - $1,000 |
| Rizbur, Inc. (Corporation to account for commissions) | $2,810 |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| US bank account #1 (cash account) | $15,001 - $50,000 | None (or less than $201) |
| US bank account #2 (cash account) | $15,001 - $50,000 | None (or less than $201) |
| US brokerage Account #1 | ||
| US brokerage money mkt account #1 (cash account) | $1,001 - $15,000 | None (or less than $201) |
| Cisco Systems Inc | $1,001 - $15,000 | None (or less than $201) |
| Oracle Corp | $1,001 - $15,000 | None (or less than $201) |
| Palm Beach Community Bank stock | $100,001 - $250,000 | $15,001 - $50,000 |
| Elite Stor (self-storage unit operator) | $100,001 - $250,000 | $5,001 - $15,000 |
| Fuego Enterprises | $15,001 - $50,000 | None (or less than $201) |
| Lincoln Financial Universal Life Insurance | $100,001 - $250,000 | None (or less than $201) |
| John Hancock Universal Life Insurance | $100,001 - $250,000 | None (or less than $201) |
| Minnesota Mutual Variable Life Insurance (Cash holding) | $15,001 - $50,000 | $1,001 - $2,500 |
| John Hancock Universal Life Insurance (cash account) | $500,001 - $1,000,000 | None (or less than $201) |
| US bank account #3 (cash account) | $1,001 - $15,000 | None (or less than $201) |
| US brokerage account #2 | ||
| SCHWAB GOVT MNY FUND | $15,001 - $50,000 | None (or less than $201) |
| Allergan PLC | $15,001 - $50,000 | None (or less than $201) |
| Apple Inc | $15,001 - $50,000 | $201 - $1,000 |
| CME Group Inc | $15,001 - $50,000 | $201 - $1,000 |
| Eli Lilly & Co | $15,001 - $50,000 | $201 - $1,000 |
| Enbridge Energy Mgmt | $15,001 - $50,000 | None (or less than $201) |
| First Trust Enhanced Equity Income Fund | $15,001 - $50,000 | $2,501 - $5,000 |
| Kayne Anderson MLP Investment Co | $15,001 - $50,000 | $1,001 - $2,500 |
| Kraft Heinz Co | $15,001 - $50,000 | $201 - $1,000 |
| Mondelez Intl | $15,001 - $50,000 | $201 - $1,000 |
| Morgan Stanley | $15,001 - $50,000 | $201 - $1,000 |
| Walgreens Boots Alliance | $50,001 - $100,000 | $1,001 - $2,500 |
| Wells Fargo Bk NA | $15,001 - $50,000 | $201 - $1,000 |
| Alps Alerian MLP ETF | $15,001 - $50,000 | $1,001 - $2,500 |
| Energy Transfer Equity LP | $15,001 - $50,000 | $1,001 - $2,500 |
| Metlife Inc, Metlife Policy Holders Trust | $15,001 - $50,000 | $201 - $1,000 |
| BB&T Corp | $1,001 - $15,000 | $201 - $1,000 |
| MFS Charter Inc Trust | $15,001 - $50,000 | $2,501 - $5,000 |
| US bank account #9 (cash account) | $1,001 - $15,000 | None (or less than $201) |
| US bank account #4 (cash account) | $1,001 - $15,000 | None (or less than $201) |
| US bank account #5(cash account) | $1,001 - $15,000 | None (or less than $201) |
| National Bank of Canada (cash account) | $1,001 - $15,000 | None (or less than $201) |
| US bank account #6 (cash account) | $1,001 - $15,000 | None (or less than $201) |
| US bank account #7 (cash account) | $1,001 - $15,000 | None (or less than $201) |
| Mass Mutual Whole Life Insurance | $15,001 - $50,000 | None (or less than $201) |
| Natixis Funds Trust I Vaughan Nelson Small Cap Value Fund | $1,001 - $15,000 | $201 - $1,000 |
| Family Trust #3 | ||
| Residential Rental Real Estate (Boyton Beach, FL) | $250,001 - $500,000 | $5,001 - $15,000 |
| US bank account #8 (cash) | $1,001 - $15,000 | None (or less than $201) |
| The Americas Group, LLC (consulting firm) | $1,001 - $15,000 | None (or less than $201) |
| AT&T | $15,001 - $50,000 | $1,001 - $2,500 |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Richard S. Bernstein & Associates, Inc. | West Palm Beach, Florida | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | Feb. 15, 1996 |
| Mass Mutual Defined Contribution Thrift Plan | Springfield, Massachusetts | I will continue to have a Defined Contribution Thrift Plan but it will not be active during my term as Ambassador. I will defer or take distributions as needed. | Feb. 15, 2011 |
| Mass Mutual Defined Benefit Plan | Springfield, Massachusetts | I will continue to participate in this defined benefit plan. | Feb. 15, 2011 |
| MML Investors Services | Springfield, Massachusetts | I will be reinstated to my position with MML Investors Service. I will resign from this position if I am confirmed. | June 16, 2017 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Citi Card #1 | Credit Card | $15,001 - $50,000 | 16% | 2017 |
| Citi Card #2 | Credit Card | $10,001 - $15,000 | 20% | 2017 |
| Citi Card #1 | Credit Card | $15,001 - $50,000 | 16% | 2016 |
| Citi Card #2 | Credit Card | $10,001 - $15,000 | 20% | 2016 |
| Chase | Credit Card | $10,001 - $15,000 | 12% | 2016 |
| American Express | Credit Card | $15,001 - $50,000 | 15% | 2016 |
| American Express | Credit Card | $15,001 - $50,000 | 15% | 2017 |
| Palm Beach Community Bank (This was replaced on 6/22/17 with a mortgage from JP Morgan Chase Bank) | Exercised Line of Credit | $500,001 - $1,000,000 | 3.75% | 2016 |
| Palm Beach County Tax Collector (Paid Jan '17) | 2016 Property taxes | $15,001 - $50,000 | 2% | 2016 |
| JP Morgan Chase Bank (This mortgage replaces the Palm Beach Community Bank Line of Credit, Item #8) | Mortgage on Personal Residence | $500,001 - $1,000,000 | 3.75% | 2017 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Richard S. Bernstein & Associates, Inc. (Life & Health Insurance Sales) | Over $1,000,000 | Salary | |
| Mass Mutual Life | life insurance commissions | ||
| Mass Mutual, defined benefit plan | $15,001 - $50,000 | Interest | $2,501 - $5,000 |
| Bernstein Casualty (Insurance) | $15,001 - $50,000 | Sales Commissions | |
| Mass Mutual, Richard S Bernstein & Associates Inc 401(k) Plan | |||
| MM MSCI EAFE Int'l Idx | $1,001 - $15,000 | None (or less than $201) | |
| MM S&P 500 Indx | $1,001 - $15,000 | None (or less than $201) | |
| Oppenheimer Rising Dividends Fund | $1,001 - $15,000 | None (or less than $201) | |
| MassMutual Select Total Return Bond | $1,001 - $15,000 | $201 - $1,000 | |
| MassMutual Thrift Plan | |||
| MM Russell 2000 Sm Cap Index | $1,001 - $15,000 | $2,501 - $5,000 | |
| Mass Mutual Premier High Yield Fund | $1,001 - $15,000 | $2,501 - $5,000 | |
| MassMutual Sel Focused Value | $15,001 - $50,000 | $5,001 - $15,000 | |
| Fidelity Def Comp Plan (John Hancock) | |||
| Templeton Institutional Fund International Equity Series Primary Shares | $15,001 - $50,000 | $1,001 - $2,500 | |
| InvescoSmall Cap Growth Fund R5 Class | $15,001 - $50,000 | $1,001 - $2,500 | |
| Fid Low Priced Stk | $15,001 - $50,000 | $1,001 - $2,500 | |
| JP Morgan US Equity | $15,001 - $50,000 | $1,001 - $2,500 | |
| John Hancock High Yield A | $15,001 - $50,000 | $1,001 - $2,500 | |
| Fidelity Money Market Trust Retirement Gov. Money Market II Portfolio | $15,001 - $50,000 | $1,001 - $2,500 | |
| Securian Financial Group (Minnesota Life) Def Compensation Plan | |||
| Advantus Money Mkt Fund | $1,001 - $15,000 | None (or less than $201) | |
| Alger Capital Appreciation | $1,001 - $15,000 | None (or less than $201) | |
| Janus Henderson Triton N Fund | $1,001 - $15,000 | None (or less than $201) | |
| Lazard Intl Strategic Equ Open | $1,001 - $15,000 | None (or less than $201) | |
| Lincoln National Corporation | |||
| Vanguard VIF Balanced | $50,001 - $100,000 | $5,001 - $15,000 | |
| Vanguard VIF Growth | $50,001 - $100,000 | $5,001 - $15,000 | |
| Vanguard VIF High Yield Bond | $50,001 - $100,000 | $5,001 - $15,000 | |
| Vanguard VIF International | $50,001 - $100,000 | $5,001 - $15,000 | |
| Vanguard VIF Small Company Growth | $100,001 - $250,000 | $5,001 - $15,000 | |
| Met Life Deferred Compensation & Retirement Funds | |||
| NEF Stable Value Fund | $100,001 - $250,000 | $5,001 - $15,000 | |
| Brighthouse Investment Managers Bond Index Fund | None (or less than $1,001) | $201 - $1,000 | |
| NEF Frozen Fund (cash account) | $100,001 - $250,000 | Interest | $5,001 - $15,000 |
| IRA Account #1 | |||
| Apple Inc | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| Baidu Inc Spon ADR REP A | $15,001 - $50,000 | None (or less than $201) | |
| Microsoft Corp | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
| Oracle Corp | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| T. Rowe Price Health Sciences | $1,001 - $15,000 | None (or less than $201) | |
| Ishares TR Iboxx Hi Yd Corp Bd ETF | $1,001 - $15,000 | $201 - $1,000 | |
| IRA Account #2 | |||
| AbbVie Inc. | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
| Altria Group Inc | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| American Elec PWR | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| ASTRAZENECA | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| BCE Inc | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
| BP PLC | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Consolidated Edison Inc | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Dominion Energy | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| McDonald's Corp | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| Chevron Corp | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Coca-Cola Co | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| Duke Energy Corp | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| Exxon Mobil Corp | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| General Mills Inc | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| GlaxoSmithKline PLC | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Kimberly-Clark | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Merck & Co Inc | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| National Grid PLC | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| Novartis A G | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Occidental Petroleum | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| PPL Corp | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| PepsiCo Inc | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Philip Morris International | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| Procter and Gamble | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Public SVC Enterprise | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Sanofi Sponsored ADR | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| Southern Company | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Total S A Sponsored ADR | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Verizon Communications Inc | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
| Vodafone | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
| Crown Castle Intl Corp | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| Realty Income | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Ventas Inc | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Welltower Inc | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| AT&T | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
Do you know something about Robin Bernstein? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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