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Stefan Edward Bernardi

Invesco Advisers, Inc.

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About Stefan Edward Bernardi

Stefan Bernardi is a financial advisor with Invesco Advisers, Inc. Stefan is a registered investment advisor representative with the firm since January 2013. Stefan holds the Series 66, Series 7 and SIE licenses. Stefan has been in the securities industry since January 17, 2013. Stefan is registered in 54 states and jurisdictions. Stefan has experience providing investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Stefan Bernardi is currently registered with Invesco Advisers, Inc.. Invesco Advisers, Inc. is an investment advisor based in Atlanta, GA, with over $10 billion to $50 billion in assets under management. They provide portfolio management services to a diverse range of clients, including individuals, businesses, pooled investment vehicles, and institutional clients. Invesco Advisers, Inc. also offers wrap fee programs.
Invesco Advisers, Inc.

1331 SPRING STREET NW

ATLANTA, GA 30309

$746.33B

Assets Under Management

Not reported

Total Clients

203

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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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ia to canadian registered mutual funds; portfolio management for private funds

Ia to canadian registered mutual funds; portfolio management for private funds

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Stefan Bernardi’s Registration & Firm History

MI

01/28/2013 - Present

Invesco Advisers, Inc. (Birmingham MI)

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Licenses & Designations

BOTH

Issued 01/22/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Stefan Edward Bernardi. Review regulatory record here.
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