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Peter Eugene Raines

Investment adviser representative at Bernardi Asset Management, LLC
18 yearsExperience
1 stateRegistered in
CFADesignation
$331MFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

18 years in the industry.

  1. Bernardi Asset Management, LLCDec 2023 to now
  2. Bernardi Asset Managment, LLCDec 2023 to now
  3. Bernardi Securities, Inc.Aug 2023 to now
  4. Cincap Investment GroupNov 2020 to Jul 2023
  5. UnemployedJun 2020 to Nov 2020
  6. Ross Sinclaire & AssociatesJun 2017 to Jun 2020
  7. UnemployedJan 2017 to Jun 2017
  8. City Securities CorporationJul 2008 to Dec 2016

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (IL).

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
5570031
Firm CRD
120110
Advisor's SEC record (opens in a new tab)
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