Bernardi Securities, Inc.
Firm details
- Headquarters
- Northfield, Illinois
- CRD number
- 15834
- Registered since
- November 6, 1984
- Website
- bernardisecurities.com
Firm profile
FINTRXOverview
Bernardi Securities, Inc. is organized as a corporation and has been SEC-registered since 1984. Ownership is listed as individual rather than an institutional or corporate parent, and the firm is classified in the source data as "unclassified," indicating it does not fall cleanly into a standard FINTRX adviser category. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is also indicated as not operating as a multi-state adviser, not newly formed, and not serving in a pension consultant or related-adviser capacity.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Ronald Bernardi
President, CEO, & CCOCRD 726070
Contacts
3 of 21
John Tranas
Vice President & Portfolio ManagerCRD 4997693
Robert Biondi
Principal, Senior Vice PresidentCRD 716281
Matthew Bernardi
Senior Vice PresidentCRD 5545410
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Northfield, IL
Cook
Location
Northfield, IL
Headquartered in Northfield, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 423 Central Ave
- Time zone
- CT (UTC-6)
- Office locations
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