Patrick M Mccree
Professional Summary
Patrick M Mccree is a registered financial advisor currently at BERNARDI SECURITIES, INC. located in Bloomington, Illinois. Patrick is registered as a RR (Registered Representative) and started their career in finance in 2012. Patrick has worked at 2 firms and has passed the Series 63, SIE, Series 50 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
BERNARDI SECURITIES, INC.
Contact Information
Main Address
423 Central Avenue, Northfield, IL 60093Mailing Address
423 Central Avenue, Northfield, IL 60093Phone Number
(312) 726-7324Established
Illinois since 09/27/1984Firm Type
CorporationFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (45 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BERNARDI, RONALD PIACENTINI | PRESIDENT & CEO & CCO | 726070 |
| BERNARDI, MATTHEW P | VICE PRESIDENT | 5545410 |
| BERNARDI, THOMAS P | VICE PRESIDENT | 6419579 |
| LANDIS, MICHELLE BERNARDI | SECRETARY | 1328867 |
| BIONDI, ROBERT | VICE PRESIDENT | 716281 |
| EVENSKY, LISA M | FINANCIAL OPERATIONS PRINCIPAL | 6373192 |
| IRISH, JEFFREY DAVID | VICE PRESIDENT | 2228055 |
| VAIL, ROBERT PATRICK | SENIOR VICE PRESIDENT | 3086104 |
| VEZZETTI, JOHN M | VICE PRESIDENT | 5736210 |
Disclosures
Regulatory Event
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(10/25/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 50 — Municipal Advisor Representative Qualification Exam
Passed Dec 2016About the Series 50 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Patrick M Mccree's CRS (Customer Relationship Summary).
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