Unclaimed Profile

Edward Bernhardt

INVESCO MANAGED ACCOUNTS, LLC·SEATTLE, Washington

Series 7, Series 55, Series 63, Series 66CFAClean record20 years registeredINVESCO MANAGED ACCOUNTS, LLC

2001 SIXTH AVE., SEATTLE, WA 98121CRD# 4023885Firm CRD# 154461

Profile Verification

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

Identity

Edward Bernhardt · SEATTLE, WA

Registration

CRD #4023885 · INVESCO MANAGED ACCOUNTS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

INVESCO DISTRIBUTORS, INC.

Oct 2022 – present

INVESCO MANAGED ACCOUNTS, LLC

Mar 2012 – present

SEATTLE-NORTHWEST ASSET MANAGEMENT LLC

Oct 2005 – Oct 2010

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 55

Series 63

Series 66

Registration record

First registered · October 25, 2005

Years registered · 20

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

INVESCO MANAGED ACCOUNTS, LLC

CRD 154461 · SEC 801-61716

AUM

$17.5B

Regulatory assets under management

Employees

7,462 client accounts

Services offered by INVESCO MANAGED ACCOUNTS, 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 INVESCO MANAGED ACCOUNTS, LLC →

Introduction

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Frequently Asked Questions

What services does Edward Bernhardt offer?

Edward Bernhardt specializes in Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.

What are Edward Bernhardt's credentials?

Edward Bernhardt holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Edward Bernhardt located?

Edward Bernhardt is based in SEATTLE, Washington, working with INVESCO MANAGED ACCOUNTS, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Edward Bernhardt charge for services?

Edward Bernhardt's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESCO MANAGED ACCOUNTS, LLC?

INVESCO MANAGED ACCOUNTS, LLC has approximately 55 employees and manages $17.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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