Sophia M Bernardi
Investment adviser representative at Centennial Securities Company Inc
10 yearsExperience
1 stateRegistered in
$1.3BFirm assets
11 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Centennial Securities Company, Inc.Jun 2026 to now
- Conagra BrandsJul 2023 to Jun 2026
- Walgreens CoJul 2020 to Jul 2023
- Indiana UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Centennial Securities Company Inc
$1.3BAssets managed
2,520Clients
37Advisers
11 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
- 8299995
- Firm CRD
- 7763