Unclaimed Profile

Matthew P Bernardi

BERNARDI ASSET MANAGEMENT, LLC·NORTHFIELD, Illinois

SIE, Series 7, Series 24, Series 27, Series 52, Series 53, Series 63, Series 65, Series 99TOClean record11 years registeredBERNARDI ASSET MANAGEMENT, LLC

423 CENTRAL AVENUE, NORTHFIELD, IL 60093CRD# 5545410Firm CRD# 120110

Profile Verification

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

Identity

Matthew P Bernardi · NORTHFIELD, IL

Registration

CRD #5545410 · BERNARDI ASSET MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

BERNARDI ASSET MANAGEMENT, LLC

Jan 2015 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 52

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · January 14, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BERNARDI ASSET MANAGEMENT, LLC

CRD 120110 · SEC 801-68608

AUM

$340M

Regulatory assets under management

Employees

158 client accounts

Services offered by BERNARDI ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BERNARDI ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew P Bernardi offer?

Matthew P Bernardi specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NORTHFIELD, Illinois for a consultation.

What are Matthew P Bernardi's credentials?

Matthew P Bernardi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew P Bernardi located?

Matthew P Bernardi 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 Matthew P Bernardi charge for services?

Matthew P Bernardi'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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