Zachary A. Cronin

BERNARDI ASSET MANAGEMENT

Northfield, IL 60093

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CRD#: 7009633

Professional summary

Zachary Andrew Cronin is a registered financial advisor currently at BERNARDI ASSET MANAGEMENT, LLC located in Northfield, Illinois and BERNARDI SECURITIES, INC. located in Northfield, Illinois.

Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Zachary has worked at 3 firms and has passed the Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. - Credit Analyst. 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 October 2021. Time involvement is approximately 40 hours/week and majority of time spent is during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Andrew Cronin'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

November 1, 2021 - Present

BERNARDI ASSET MANAGEMENT, LLC

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

RIA

CRD#: 120110

Northfield, IL

Current

January 21, 2022 - Present

BERNARDI SECURITIES, INC.

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

CRD#: 15834

Northfield, IL

Past

November 15, 2018 - May 11, 2020

ARVEST WEALTH MANAGEMENT

RIA

CRD#: 42057

Little Rock, AR

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.

Highlighted states indicate IAR registrations

IAR

Illinois
(11/1/2021)

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 65

Date: 11/15/2018

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/21/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/10/2021

Securities Industry Essentials 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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Zachary A. Cronin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Andrew Cronin's CRS (Customer Relationship Summary).

Certified licenses

Experience

BERNARDI ASSET MANAGEMENT, LLC

BERNARDI SECURITIES, INC.

ARVEST WEALTH MANAGEMENT

Primary Firm SEC Registration

BERNARDI ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/2018

Series 7TO

Date: 1/21/2022

SIE

Date: 12/10/2021

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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