TP
Thomas P Bernardi
CRD 6419579
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Bernardi Asset Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (1)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Union League Club Of Chicago | DIRECTOR | — | 04/30/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
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Bernardi Asset Management, Llc
Senior Vice President/Chief Compliance Officer · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗