John M Vezzetti
Professional Summary
John M Vezzetti is a registered financial advisor currently at BERNARDI SECURITIES, INC. located in Peru, Illinois. John is registered as a RR (Registered Representative) and started their career in finance in 2010. John has worked at 1 firm and has passed the Series 63, SIE and Series 52 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.
Similar Advisors
DOUGHERTY INVESTMENT ADVISORS
OSAIC WEALTH, INC.
FALCON WEALTH PLANNING, LLC
MARINER
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
DOUGHERTY INVESTMENT ADVISORS
OSAIC WEALTH, INC.
FALCON WEALTH PLANNING, LLC
MARINER
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
DOUGHERTY INVESTMENT ADVISORS
OSAIC WEALTH, INC.
FALCON WEALTH PLANNING, LLC
MARINER
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
DOUGHERTY INVESTMENT ADVISORS
OSAIC WEALTH, INC.
FALCON WEALTH PLANNING, LLC
MARINER
Years of Experience
16 years in the financial services industry
Current & Past Employments
Similar Advisors
DOUGHERTY INVESTMENT ADVISORS
OSAIC WEALTH, INC.
FALCON WEALTH PLANNING, LLC
MARINER
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
3Similar Advisors
DOUGHERTY INVESTMENT ADVISORS
OSAIC WEALTH, INC.
FALCON WEALTH PLANNING, LLC
MARINER
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.
Similar Advisors
DOUGHERTY INVESTMENT ADVISORS
OSAIC WEALTH, INC.
FALCON WEALTH PLANNING, LLC
MARINER
State Registrations and Notice Filings
(4/27/2010)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
DOUGHERTY INVESTMENT ADVISORS
OSAIC WEALTH, INC.
FALCON WEALTH PLANNING, LLC
MARINER
CRS (Client Relationship Summary) - BD
Click below to view John M Vezzetti's CRS (Customer Relationship Summary).
Similar Advisors
DOUGHERTY INVESTMENT ADVISORS
OSAIC WEALTH, INC.
FALCON WEALTH PLANNING, LLC
MARINER
