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423 Central Avenue, Northfield, IL 60093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berkshire Hathaway Homeservices | Chicago | IL | 04/2017 | 08/2021 |
| William Blair | Chicago | IL | 08/2021 | 12/2022 |
| Unemployed | Chicago | IL | 06/2016 | 04/2017 |
| Charles Schwab & Co., Inc | Chicago | IL | 01/2023 | 05/2025 |
| Bernardi Securities, Inc. | Northfield | IL | 07/2025 | Present |
BERNARDI ASSET MANAGEMENT, LLC. TITLE- INVESTMENT ADVISOR. THIS ENTITY IS AN INVESTMENT ADVISOR FIRM AND AFFILIATE OF BERNARDI SECURITIES, INC. THE ENTITY IS LOCATED AT 423 CENTRAL AVENUE, NORTHFIELD, IL 60093. START DATE WAS JULY 2025. TIME INVOLVED IS APPROXIMATELY 40+ HRS/WK. MAJORITY OF TIME SPENT IS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-19 |
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