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FIRM PROFILE
Overview
BERNARDI SECURITIES, INC. is located at 423 Central Avenue, Northfield, IL 60093 and was first established at Chicago, Illinois in 09/27/1984. After operating for 41 years, BERNARDI SECURITIES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BERNARDI SECURITIES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. BERNARDI SECURITIES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BERNARDI SECURITIES, INC. are registered to handle securities or provide financial advice. The firm has 3 disclosures, 3 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BERNARDI SECURITIES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BERNARDI SECURITIES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for BERNARDI SECURITIES, INC. Comes From
Understanding the Statistics for BERNARDI SECURITIES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
423 Central Avenue, Northfield, IL 60093
423 Central Avenue, Northfield, IL 60093
Small
(312) 726-7324
Illinois since 09/27/1984
Corporation
September
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| BERNARDI, RONALD PIACENTINI | PRESIDENT & CEO & CCO | 726070 | |
| BERNARDI, MATTHEW P | VICE PRESIDENT | 5545410 | |
| BERNARDI, THOMAS P | VICE PRESIDENT | 6419579 | |
| BIONDI, ROBERT | VICE PRESIDENT | 716281 | |
| LANDIS, MICHELLE BERNARDI | SECRETARY | 1328867 | |
| BERNARDI, EDWARD | CHAIRMAN OF THE BOARD | 19817 | |
| 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 |
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Advisor's working at BERNARDI SECURITIES, INC.
Rodney John Mannion
Jeffrey David Irish
Daniel J Zenisek
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