Matthew P Bernardi
Investment adviser representative at Bernardi Asset Management, LLC
13 yearsExperience
2 statesRegistered in
$331MFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Bernardi Asset Management, LLCJan 2015 to now
- Bernardi SecuritiesAug 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (IL, LA).
Bernardi Asset Management, LLC
$331MAssets managed
69Clients
12Advisers
18 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
- 5545410
- Firm CRD
- 120110