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William Newell Bernardi

THE Huntington Investment Co.

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About William Newell Bernardi

William Newell Bernardi is a financial advisor who has been in the industry since 2003. William is registered with The Huntington Investment Co. in Cleveland, Ohio and is also registered as an Investment Advisor Representative (IAR). William has previously been registered with several other firms, including KEY INVESTMENT SERVICES LLC, FIFTH THIRD SECURITIES, INC., NATCITY INVESTMENTS, INC., AMERIPRISE FINANCIAL SERVICES, INC., H&R BLOCK FINANCIAL ADVISORS, INC., EDWARD JONES and FERRIS, BAKER WATTS INCORPORATED.

Firm Information

William Bernardi is currently registered with THE Huntington Investment Co.. THE Huntington Investment Co. is a Corporation headquartered in COLUMBUS, OH. It is a registered investment advisor with the SEC and in 53 states. They have approximately 5196750113 in regulatory assets under management. THE Huntington Investment Co. provides financial planning, portfolio management for businesses, portfolio management for individuals, and selection of other advisors. They have a total of 32956 accounts, all of which are discretionary.
THE Huntington Investment Co.

41 S. HIGH STREET

COLUMBUS, OH 43215

$5.20B

Assets Under Management

Not reported

Total Clients

863

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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selection of other advisors

Helps you choose top advisors aligned with your 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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percentage of assets

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

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William Bernardi’s Registration & Firm History

OH

05/10/2023 - Present

THE Huntington Investment Co. (CLEVELAND OH)

OH

01/26/2010 - 04/28/2023

KEY INVESTMENT SERVICES LLC (CLEVELAND OH)

OH

11/15/2007 - 01/07/2010

FIFTH THIRD SECURITIES, INC. (WILLOUGHBY OH)

OH

06/06/2006 - 11/13/2007

NATCITY INVESTMENTS, INC. (BEECHWOOD OH)

OH

04/10/2006 - 05/17/2006

AMERIPRISE FINANCIAL SERVICES, INC. (WESTLAKE OH)

MI

08/26/2004 - 01/19/2006

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

MO

04/26/2004 - 05/27/2004

EDWARD JONES (ST. LOUIS MO)

MD

12/18/2002 - 04/21/2004

FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 01/10/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for William Newell Bernardi. Review regulatory record here.
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