Matthew BernardiCRD Number: 5545410
Current Firm: Bernardi Asset Management, LLC
Matthew Bernardi (CRD# 5545410) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Chicago, IL and has over 4 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Bernardi Securities||Chicago, IL||Aug 2013 - Current||4|
|Chesapeake Partners||Baltimore, MD||Jun 2010 - Jul 2013||3|
|Johns Hopkins||Baltimore, MD||Sep 2006 - Jun 2010||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
|S63||Uniform Securities State Law Examination||Nov 2013|
Total Assets Under Management157MILLIONS
Total Number of Accounts112ACCOUNTS
Average Account Value$1,398,400
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, IL, TX, WI
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