Stefan Edward Bernardi

Employer firm

Invesco Advisers, Inc. CRD 105360

$750B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS

From the firm’s Form ADV. Read the guides:

Current Employers

Invesco Advisers, Inc.

1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2013-01-28

TX RA
APPROVED

Since 2013-01-28

Branch Locations

Birmingham, MI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Invesco Distributors, Inc	Atlanta	GA	11/2012	Present
Invesco Advisers, Inc	Atlanta	GA	01/2013	Present

11/2012 → Present

Invesco Distributors, Inc

Atlanta, GA
01/2013 → Present

Invesco Advisers, Inc

Atlanta, GA

Other Businesses

BERNARDI OUTDOOR HERITAGE LLC; NOT INVESTEMENT RELATED; 2078 MANCHESTER RD, BIRMINGHAM, MICHIGAN 48009, USA; LAND OWNERSHIP & SMALL FARM OPERATIONS; OWNER & OPERATOR; START: 01/2026; 10HRS/MO, NOT DURING TRADING HOURS; OWNER & OPERATOR OF BUSINESS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-01-22

S66 Uniform Combined State Law Examination

2013-01-22

View on SEC IAPD