Marty Shobert (CRD# 1029968) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Northfield, IL and has over 10 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bernardi Securities, Inc. | Northfield, IL | Feb 2017 - Current | 7 |
| Tanglewood Tax & Investments | Lisle, IL | Jul 2015 - Dec 2016 | 1 |
| Self Employed Tax Preparer | Lisle, IL | Dec 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
| S63 | Uniform Securities State Law Examination | Feb 2017 |
- IL
-
Total Assets Under Management348MILLIONS
-
Total Number of Accounts146ACCOUNTS
-
Average Account Value$2,386,898
- 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
CA, FL, IL, IN, LA, TX, WI
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