Paul Michael Bernardi
Investment adviser representative at Cohen & Steers Capital Management Inc.
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$85.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Cohen & Steers Capital Management Inc.Apr 2026 to now
- Cohen & Steers Securities, LLCApr 2026 to now
- UnemployedJul 2025 to Mar 2026
- Voya Investment Management Co., LLCJul 2001 to Jun 2025
- Voya Investments Distributor, LLCJul 2001 to Jun 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NY).
Cohen & Steers Capital Management Inc.
Legal name: Cohen & Steers Capital Management, Inc.
$85.7BAssets managed
177Clients
22Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2615818
- Firm CRD
- 106266