Unclaimed Profile

Luciano Lamberti

BERNARDI ASSET MANAGEMENT, LLC·NORTHFIELD, Illinois

BERNARDI ASSET MANAGEMENT, LLC

423 CENTRAL AVENUE, NORTHFIELD, IL 60093CRD# 1026385Firm CRD# 120110

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Luciano Lamberti · NORTHFIELD, IL

Registration

CRD #1026385 · BERNARDI ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Luciano Lamberti is a registered financial advisor based in NORTHFIELD, Illinois, affiliated with BERNARDI ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

BERNARDI ASSET MANAGEMENT, LLC

AUM

$340M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BERNARDI ASSET MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1026385

Firm CRD# 120110

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Luciano Lamberti offer?

Luciano Lamberti specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NORTHFIELD, Illinois for a consultation.

What are Luciano Lamberti's credentials?

Luciano Lamberti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Luciano Lamberti located?

Luciano Lamberti is based in NORTHFIELD, Illinois, working with BERNARDI ASSET MANAGEMENT, LLC. Their office serves clients in the NORTHFIELD metropolitan area and surrounding communities.

How does Luciano Lamberti charge for services?

Luciano Lamberti's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BERNARDI ASSET MANAGEMENT, LLC?

BERNARDI ASSET MANAGEMENT, LLC has approximately 21 employees and manages $340M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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