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Edward Bernhardt

Invesco Managed Accounts, LLC

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About Edward Bernhardt

Edward Bernhardt is a financial advisor registered with Invesco Managed Accounts, LLC, and has been in the industry since 2001. Edward is a Chartered Financial Analyst and holds Series 7, Series 55, Series 63 and Series 66 licenses. Edward is currently registered in Washington and has been employed with Invesco Managed Accounts, LLC since 2005. Previously, Edward was employed with Seattle-Northwest Securities Corporation, CU Investment Solutions, Inc., and Wells Fargo Securities, LLC.

Firm Information

Edward Bernhardt is currently registered with Invesco Managed Accounts, LLC. Invesco Managed Accounts, LLC is an investment advisor registered with the SEC. The firm provides portfolio management for individuals and businesses. Invesco Managed Accounts, LLC manages approximately $17.54 billion in assets for 7,462 accounts. The firm's main office is located in Seattle, Washington.
Invesco Managed Accounts, LLC

2001 SIXTH AVE.

SEATTLE, WA 98121

$17.54B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Bernhardt’s Registration & Firm History

WA

03/28/2012 - Present

Invesco Managed Accounts, LLC (SEATTLE WA)

OR

08/02/2005 - 07/12/2013

SEATTLE-NORTHWEST SECURITIES CORPORATION (PORTLAND OR)

KS

01/23/2004 - 06/30/2005

CU INVESTMENT SOLUTIONS, INC. (OVERLAND PARK KS)

CA

07/10/2001 - 06/12/2002

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

02/14/2000 - 06/12/2002

WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 08/17/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/17/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/2002

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 02/13/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Bernhardt.
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