Bernardi Securities, Inc.
Firm details
- Headquarters
- Northfield, Illinois
- CRD number
- 15834
- Registered since
- November 6, 1984
- Website
- bernardisecurities.com
Firm profile
FINTRXOverview
Bernardi Securities, Inc. is a corporation that has been SEC-registered since 1984 and is owned by an individual. FINTRX classifies the firm as "Unclassified" and its profile does not characterize the business as a capital allocator, pension consultant, related adviser, or multi-state adviser. The firm is not identified as an active ESG investor and is not listed as a newly formed adviser. Regulatory and activity fields in the dataset are sparse: specific advisory or broker-dealer business lines, client types, and fee arrangements were not provided in the source material.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Ronald Bernardi
President, CEO, & CCOCRD 726070
Contacts
3 of 21
Daniel Zenisek
Investment SpecialistCRD 5207840
Zachary Cronin
Credit AnalystCRD 7009633
Marty Shobert
Investment SpecialistCRD 1029968
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Northfield, IL
Cook
Location
Northfield, IL
Headquartered in Northfield, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 423 Central Ave
- Time zone
- CT (UTC-6)
- Office locations
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