Emily N. Blasko

BERNARDI ASSET MANAGEMENT

Northfield, IL 60093

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CRD#: 4419409

Professional summary

Emily Neill Blasko, who also goes by Emily N Blasko, Emily C Neill, Emily Catherine Neill, Neill, is a registered financial advisor currently at BERNARDI ASSET MANAGEMENT, LLC located in Northfield, Illinois and BERNARDI SECURITIES, INC. located in Northfield, Illinois.

Emily is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Emily has worked at 8 firms and has passed the Series 66, Series 63, Series 7TO and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Emily N Blasko | Emily C Neill | Emily Catherine Neill | Neill

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.

BERNARDI ASSET MANAGEMENT, LLC. TITLE- INVESTMENT ADVISOR. THIS ENTITY IS AN INVESTMENT ADVISOR FIRM AND AFFILIATE OF BERNARDI SECURITIES, INC. THE ENTITY IS LOCATED AT 423 CENTRAL AVENUE, NORTHFIELD, IL 60093. START DATE WAS JULY 2025. TIME INVOLVED IS APPROXIMATELY 40+ HRS/WK. MAJORITY OF TIME SPENT IS DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Neill Blasko'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

July 18, 2025 - Present

BERNARDI ASSET MANAGEMENT, LLC

Office #1: 423 Central Avenue, Northfield, IL 60093

RIA

CRD#: 120110

Northfield, IL

Current

July 18, 2025 - Present

BERNARDI SECURITIES, INC.

Office #1: 423 Central Avenue, Northfield, IL 60093Office #2: 423 Central Avenue, Northfield, IL 60093

CRD#: 15834

Northfield, IL

Past

January 30, 2023 - June 11, 2025

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

HINSDALE, IL

Past

January 30, 2023 - June 11, 2025

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Chicago, IL

Past

December 6, 2021 - December 16, 2022

WILLIAM BLAIR

RIA

CRD#: 1252

CHICAGO, IL

Past

November 1, 2021 - December 16, 2022

WILLIAM BLAIR

CRD#: 1252

CHICAGO, IL

Past

October 1, 2008 - May 20, 2016

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

May 10, 2004 - October 1, 2008

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

February 19, 2003 - April 28, 2004

BANC ONE CAPITAL MARKETS, INC.

CRD#: 23065

CHICAGO, IL

Past

May 22, 2002 - February 13, 2003

BMO CAPITAL MARKETS GKST INC.

CRD#: 8352

MINNEAPOLIS, MN

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".

BERNARDI ASSET MANAGEMENT, LLC

CRD#: 120110 / SEC#: 801-68608

RIA

Registered Investment Advisory firm - (1/2/2008 Approved)

Florida

Registered Investment Advisory firm - (1/14/2008 Terminated)

Illinois

Registered Investment Advisory firm - (1/2/2008 Terminated)

Wisconsin

Registered Investment Advisory firm - (1/8/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(9/15/2025)

IAR

Illinois
(7/18/2025)

Illinois
(7/21/2025)

Minnesota
(10/10/2025)

New Jersey
(9/3/2025)

New York
(10/8/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/4/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/19/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/22/2021

General Securities Representative Examination

General Industry/Product Exam

Series 7

Date: 5/21/2002

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BERNARDI ASSET MANAGEMENT, LLC

CRD#: 120110 / SEC#: 801-68608

RIA

Registered Investment Advisory firm - (1/2/2008 Approved)

Florida

Registered Investment Advisory firm - (1/14/2008 Terminated)

Illinois

Registered Investment Advisory firm - (1/2/2008 Terminated)

Wisconsin

Registered Investment Advisory firm - (1/8/2008 Terminated)

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Contact information

Main Address

423 Central Avenue, Northfield, IL 60093

Mailing Address

Phone number

(312) 281-2021

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BAM FORM ADV PART 2 (11/19/2025)

Regulatory assets under management

Total Number of Accounts	146
AUM (Assets Under Management)	$ 330,996,086

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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Advisor Monitoring

Firm Stability Insights

Emily N. Blasko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Neill Blasko's CRS (Customer Relationship Summary).

Certified licenses

Experience

BERNARDI SECURITIES, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

WILLIAM BLAIR

WILLIAM BLAIR

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES INC.

BANC ONE CAPITAL MARKETS, INC.

BMO CAPITAL MARKETS GKST INC.

Primary Firm SEC Registration

BERNARDI ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/4/2021

Series 63

Date: 6/19/2002

Series 7TO

Date: 10/22/2021

Series 7

Date: 5/21/2002

FINRA

Current Firm

BERNARDI ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BERNARDI ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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