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 individually owned. The firm's regulatory snapshot lists its classification as unclassified. It is not identified as a capital allocator and is not marked as an active ESG investor. The firm is not designated a multi-state adviser, is not newly formed, and is not reported to act as a pension consultant or related adviser. The dataset does not provide detail on the firm's client segments, fee schedules, specific business activities, or advisory services, so those aspects are not described here.
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 1RONALD BERNARDI
President, CEO, & CCOCRD 726070
Contacts
3 of 21JOHN TRANAS
Vice President & Portfolio ManagerCRD 4997693
ROBERT BIONDI
Principal, Senior Vice PresidentCRD 716281
MATTHEW BERNARDI
Senior Vice PresidentCRD 5545410
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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