Edward Bernhardt

INVESCO MANAGED ACCOUNTS

Portland, OR

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CRD#: 4023885

Professional summary

Edward Bernhardt, who also goes by Eddie Bernhardt, is a registered financial advisor currently at INVESCO MANAGED ACCOUNTS, LLC located in Portland, Oregon and INVESCO DISTRIBUTORS, INC. located in New York, New York.

Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Edward has worked at 6 firms and has passed the Series 66, Series 63, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eddie Bernhardt

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.

Business (Organization) Name:Rental Property Address:4625 NE 11th Portland OR 97211 Type of Business:Real Estate (owner/landlord) Position (or title):Owner (or proprietor) Describe your duties (role and functions):Town house rental Start Date:5.5.2017 Hours a month:1 Investment Related:No (2) NORTHWEST ACADEMY; NOT INVESTMENT RELATED; 1130 SW MAIN STREET, PORTLAND, OR 97205, USA; PRIVATE MIDDLE AND HIGHSCHOOL; FINANCE COMMITTEE MEMBER - FOCUSED PRIMARILY ON QUARTERLY BUDGET REVIEWS; START: 01/2023; 0.33 HR/MO, NOT DURING TRADING HOURS; REVIEW FINANCIALS QUARTERLY, HELP SET TUITION AND GIVE INPUT TO PAID STAFF ON EXPENSE AND REVENUE DECISIONS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Bernhardt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 28, 2012 - Present

INVESCO MANAGED ACCOUNTS, LLC

RIA

CRD#: 154461

Portland, OR

Current

October 11, 2022 - Present

INVESCO DISTRIBUTORS, INC.

Office #1: 225 Liberty St 11th Floor, New York, NY 10281

CRD#: 7369

NEW YORK, NY

Past

October 25, 2005 - October 21, 2010

SEATTLE-NORTHWEST SECURITIES CORPORATION

RIA

CRD#: 10639

PORTLAND, OR

Past

August 2, 2005 - July 12, 2013

SEATTLE-NORTHWEST SECURITIES CORPORATION

CRD#: 10639

PORTLAND, OR

Past

January 23, 2004 - June 30, 2005

CU INVESTMENT SOLUTIONS LLC

CRD#: 43753

OVERLAND PARK, KS

Past

July 10, 2001 - June 12, 2002

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

February 14, 2000 - June 12, 2002

WELLS FARGO SECURITIES, LLC

CRD#: 7665

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INVESCO MANAGED ACCOUNTS, LLC

INVESCO MANAGED ACCOUNTS, LLC | SNW ASSET MANAGEMENT, LLC | SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC

CRD#: 154461 / SEC#: 801-61716

RIA

Registered Investment Advisory firm - (1/28/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(3/28/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/17/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/17/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 55

Date: 3/25/2002

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 2/13/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

INVESCO MANAGED ACCOUNTS, LLC

INVESCO MANAGED ACCOUNTS, LLC | SNW ASSET MANAGEMENT, LLC | SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC

CRD#: 154461 / SEC#: 801-61716

RIA

Registered Investment Advisory firm - (1/28/2003 Approved)

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Contact information

Main Address

2001 Sixth Ave. Suite 2310, Seattle, WA 98121

Mailing Address

Phone number

+1 (866) 769-2773

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SNW ADV 2A BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	12,544
AUM (Assets Under Management)	$ 24,606,305,138

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Edward Bernhardt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Bernhardt's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESCO DISTRIBUTORS, INC.

SEATTLE-NORTHWEST SECURITIES CORPORATION

SEATTLE-NORTHWEST SECURITIES CORPORATION

CU INVESTMENT SOLUTIONS LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO SECURITIES, LLC

Primary Firm SEC Registration

INVESCO MANAGED ACCOUNTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/17/2005

Series 63

Date: 2/17/2000

Series 55

Date: 3/25/2002

Series 7

Date: 2/13/2000

FINRA

Current Firm

INVESCO MANAGED ACCOUNTS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVESCO MANAGED ACCOUNTS, LLC

TRUST BUT VERIFY

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